Williams Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.43M | Sell |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $3.91M | Sell |
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|
2020
Q4 | $5.21M | Buy |
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