Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,295
| Closed | -$220K | – | 129 |
|
|
2021
Q3 | $220K | Sell |
5,295
-287
| -5% | -$11.9K | 0.11% | 129 |
|
|
2021
Q2 | $252K | Buy |
5,582
+6
| +0.1% | +$271 | 0.09% | 144 |
|
|
2021
Q1 | $241K | Sell |
5,576
-1,511
| -21% | -$65.3K | 0.09% | 150 |
|
|
2020
Q4 | $298K | Buy |
+7,087
| New | +$298K | 0.13% | 106 |
|
|
2020
Q1 | – | Sell |
-7,562
| Closed | -$272K | – | 57 |
|
|
2019
Q4 | $272K | Buy |
+7,562
| New | +$272K | 0.26% | 55 |
|