TrueWealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,142
| Closed | -$204K | – | 176 |
|
|
2022
Q1 | $204K | Hold |
5,142
| – | – | 0.09% | 172 |
|
|
2021
Q4 | $204K | Sell |
5,142
-1,140
| -18% | -$45.2K | 0.09% | 172 |
|
|
2021
Q3 | $260K | Sell |
6,282
-3,128
| -33% | -$129K | 0.15% | 112 |
|
|
2021
Q2 | $425K | Buy |
9,410
+1,879
| +25% | +$84.9K | 0.25% | 74 |
|
|
2021
Q1 | $329K | Buy |
+7,531
| New | +$329K | 0.21% | 85 |
|