MCKINLEY CARTER WEALTH SERVICES, INC. – iShares ESG Aware MSCI USA ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$2.68M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.64% | 869 shares | -79K | $79.41 | 33.79K |
| Q2 2022 | share | Increase | +7.97% | 2.43K shares | -328K | $83.9 | 32.92K |
| Q1 2022 | share | Increase | +12.90% | 3.48K shares | 176K | $101.35 | 30.49K |
| Q4 2021 | share | Increase | +110.84% | 14.20K shares | 1.65M | $108.23 | 27.01K |
| Q3 2021 | share | Increase | +44.31% | 3.93K shares | 388K | $98.46 | 12.81K |
| Q2 2021 | share | Increase | +15.27% | 1.17K shares | 174K | $98.16 | 8.87K |
| Q1 2021 | share | Decrease | -61.04% | -12.06K shares | -1.00M | $90.36 | 7.70K |
| Q4 2020 | share | Increase | 0.00% | 19.77K shares | 1.70M | $85.28 | 19.77K |