WealthSource 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 | $3.21M | Sell |
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|
2023
Q3 | $5.18M | Sell |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $4.88M | Sell |
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|
2022
Q3 | $7.06M | Sell |
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|
2022
Q2 | $9.37M | Sell |
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|
2022
Q1 | $22.6M | Buy |
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|
2021
Q4 | $22.1M | Sell |
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|
2021
Q3 | $28.2M | Sell |
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|
2021
Q2 | $39.4M | Buy |
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|
2021
Q1 | $35.9M | Sell |
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|
2020
Q4 | $38.1M | Buy |
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|
2020
Q3 | $25.6M | Buy |
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|
2020
Q2 | $22.7M | Buy |
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|
2020
Q1 | $14.3M | Buy |
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|
2019
Q4 | $277K | Buy |
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