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WealthPLAN Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WealthPLAN Partners’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,707
Closed -$242K – 265
2019
Q4 		$242K Buy
+6,707
New +$230K 0.03% 220

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PP
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PAS
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PCA
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