Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,442
| Closed | -$229K | – | 789 |
|
|
2020
Q3 | $229K | Buy |
+6,442
| New | +$229K | ﹤0.01% | 654 |
|
|
2020
Q2 | – | Sell |
-8,380
| Closed | -$229K | – | 765 |
|
|
2020
Q1 | $229K | Buy |
8,380
+1,000
| +14% | +$27.3K | 0.01% | 639 |
|
|
2019
Q4 | $265K | Hold |
7,380
| – | – | ﹤0.01% | 712 |
|
|
2019
Q3 | $240K | Hold |
7,380
| – | – | ﹤0.01% | 713 |
|
|
2019
Q2 | $251K | Hold |
7,380
| – | – | 0.01% | 695 |
|
|
2019
Q1 | $251K | Hold |
7,380
| – | – | 0.01% | 693 |
|
|
2018
Q4 | $226K | Buy |
+7,380
| New | +$226K | 0.01% | 691 |
|