MCKINLEY CARTER WEALTH SERVICES, INC. – iShares ESG Aware MSCI EAFE ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$2.03M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-10.56%
quarter
iShares ESG Aware MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.25% | 1.80K shares | -127K | $56.13 | 36.19K |
| Q2 2022 | share | Increase | +13.84% | 4.18K shares | -69K | $62.76 | 34.38K |
| Q1 2022 | share | Increase | +14.42% | 3.80K shares | 129K | $73.73 | 30.20K |
| Q4 2021 | share | Increase | +217.52% | 18.08K shares | 1.44M | $79.53 | 26.39K |
| Q3 2021 | share | Increase | +28.62% | 1.85K shares | 141K | $78.38 | 8.31K |
| Q2 2021 | share | Increase | +101.94% | 3.26K shares | 268K | $79.03 | 6.46K |
| Q1 2021 | share | Increase | 0.00% | 3.20K shares | 243K | $74.92 | 3.20K |