Waypoint Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $277K | Buy |
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