WR Wealth Planners’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
Q4 | $116K | Sell |
|
|||||
|
2024
Q3 | $188K | Sell |
|
|||||
|
2024
Q2 | $180K | Sell |
|
|||||
|
2024
Q1 | $177K | Sell |
|
|||||
|
2023
Q4 | $228K | Sell |
|
|||||
|
2023
Q3 | $444K | Buy |
|
|||||
|
2023
Q2 | $463K | Sell |
|
|||||
|
2023
Q1 | $489K | Buy |
|
|||||
|
2022
Q4 | $464K | Sell |
|
|||||
|
2022
Q3 | $457K | Sell |
|
|||||
|
2022
Q2 | $557K | Sell |
|
|||||
|
2022
Q1 | $716K | Buy |
|