Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,332
| Closed | -$300K | – | 819 |
|
|
2022
Q2 | $300K | Sell |
9,332
-9,550
| -51% | -$307K | 0.02% | 613 |
|
|
2022
Q1 | $693K | Buy |
18,882
+3,064
| +19% | +$112K | 0.03% | 429 |
|
|
2021
Q4 | $628K | Buy |
+15,818
| New | +$628K | 0.06% | 284 |
|
|
2021
Q2 | $752K | Buy |
+16,605
| New | +$752K | 0.08% | 266 |
|
|
2020
Q4 | – | Sell |
-13,805
| Closed | -$492K | – | 471 |
|
|
2020
Q3 | $492K | Buy |
13,805
+1,777
| +15% | +$63.3K | 0.08% | 239 |
|
|
2020
Q2 | $386K | Buy |
+12,028
| New | +$386K | 0.07% | 268 |
|