Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-764
| Closed | -$23K | – | 313 |
|
|
2022
Q4 | $23K | Sell |
764
-36
| -5% | -$1.08K | 0.01% | 378 |
|
|
2022
Q3 | $22K | Sell |
800
-22
| -3% | -$605 | 0.01% | 378 |
|
|
2022
Q2 | $27K | Sell |
822
-366
| -31% | -$12K | 0.02% | 356 |
|
|
2022
Q1 | $44K | Sell |
1,188
-12
| -1% | -$444 | 0.02% | 313 |
|
|
2021
Q4 | $48K | Buy |
+1,200
| New | +$48K | 0.02% | 310 |
|