MONETA GROUP INVESTMENT ADVISORS LLC – iShares MSCI USA ESG Select ETF Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$685,000
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.50% | -1.78K shares | -187K | $75.91 | 9.02K |
| Q2 2022 | share | Increase | +10.63% | 1.03K shares | -74K | $80.69 | 10.80K |
| Q1 2022 | share | Increase | +11.49% | 1.00K shares | 15K | $96.84 | 9.76K |
| Q4 2021 | share | Increase | +3.41% | 289 shares | 118K | $106.41 | 8.76K |
| Q3 2021 | share | Increase | +19.05% | 1.35K shares | 133K | $95.95 | 8.47K |
| Q2 2021 | share | Increase | +10.24% | 661 shares | 113K | $95.24 | 7.11K |
| Q1 2021 | share | Increase | +2.23% | 141 shares | 47K | $87.37 | 6.45K |
| Q4 2020 | share | Increase | +0.08% | 5 shares | 56K | $81.68 | 6.31K |
| Q3 2020 | share | Increase | +18.21% | 972 shares | 107K | $72.71 | 6.31K |
| Q2 2020 | share | Increase | +16.70% | 764 shares | 106K | $65.88 | 5.33K |
| Q1 2020 | share | Increase | +3.91% | 172 shares | -44K | $53.9 | 4.57K |
| Q4 2019 | share | Increase | +0.05% | 2 shares | 23K | $65.51 | 4.40K |
| Q3 2019 | share | Increase | +0.05% | 2 shares | 4K | $60.18 | 4.4K |
| Q2 2019 | share | 0.00% | 0 shares | 8K | $59.04 | 4.39K | |
| Q1 2019 | share | Decrease | -0.09% | -4 shares | 33K | $57.05 | 4.39K |
| Q4 2018 | share | Increase | +0.05% | 2 shares | -36K | $49.59 | 4.40K |
| Q3 2018 | share | 0.00% | 0 shares | 15K | $57.11 | 4.4K | |
| Q2 2018 | share | 0.00% | 0 shares | 4K | $53.77 | 4.4K | |
| Q1 2018 | share | Increase | +147.19% | 2.62K shares | 145K | $52.6 | 4.4K |
| Q4 2017 | share | Increase | 0.00% | 1.78K shares | 99K | $52.56 | 1.78K |