WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $116K | Sell |
3,477
-1,681
| -33% | -$56.1K | 0.04% | 209 |
|
|
2024
Q3 | $188K | Sell |
5,158
-199
| -4% | -$7.25K | 0.05% | 196 |
|
|
2024
Q2 | $180K | Sell |
5,357
-131
| -2% | -$4.39K | 0.05% | 180 |
|
|
2024
Q1 | $177K | Sell |
5,488
-1,631
| -23% | -$52.6K | 0.06% | 187 |
|
|
2023
Q4 | $228K | Sell |
7,119
-7,545
| -51% | -$242K | 0.08% | 166 |
|
|
2023
Q3 | $444K | Buy |
14,664
+29
| +0.2% | +$878 | 0.17% | 99 |
|
|
2023
Q2 | $463K | Sell |
14,635
-889
| -6% | -$28.1K | 0.18% | 91 |
|
|
2023
Q1 | $489K | Buy |
15,524
+98
| +0.6% | +$3.09K | 0.21% | 75 |
|
|
2022
Q4 | $464K | Sell |
15,426
-1,104
| -7% | -$33.2K | 0.29% | 59 |
|
|
2022
Q3 | $457K | Sell |
16,530
-712
| -4% | -$19.7K | 0.32% | 49 |
|
|
2022
Q2 | $557K | Sell |
17,242
-2,257
| -12% | -$72.9K | 0.37% | 47 |
|
|
2022
Q1 | $716K | Buy |
+19,499
| New | +$716K | 0.43% | 43 |
|