Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66,232
| Closed | -$2.87M | – | 423 |
|
|
2021
Q1 | $2.87M | Buy |
+66,232
| New | +$2.87M | 0.3% | 66 |
|
|
2020
Q4 | – | Sell |
-68,301
| Closed | -$2.43M | – | 233 |
|
|
2020
Q3 | $2.43M | Buy |
68,301
+12,513
| +22% | +$446K | 0.33% | 66 |
|
|
2020
Q2 | $1.79M | Sell |
55,788
-11,435
| -17% | -$367K | 0.25% | 75 |
|
|
2020
Q1 | $1.84M | Buy |
+67,223
| New | +$1.84M | 0.3% | 65 |
|