Wade Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,230
| Closed | -$249K | – | 77 |
|
|
2023
Q3 | $249K | Sell |
8,230
-260
| -3% | -$7.87K | 0.11% | 66 |
|
|
2023
Q2 | $269K | Buy |
8,490
+175
| +2% | +$5.54K | 0.11% | 66 |
|
|
2023
Q1 | $262K | Buy |
+8,315
| New | +$262K | 0.11% | 67 |
|
|
2022
Q4 | – | Sell |
-12,445
| Closed | -$344K | – | 76 |
|
|
2022
Q3 | $344K | Buy |
12,445
+745
| +6% | +$20.6K | 0.17% | 61 |
|
|
2022
Q2 | $378K | Sell |
11,700
-170
| -1% | -$5.49K | 0.18% | 59 |
|
|
2022
Q1 | $436K | Buy |
+11,870
| New | +$436K | 0.19% | 55 |
|