HERITAGE WEALTH ADVISORS – iShares ESG Aware MSCI EAFE ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$581,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | +31.55% | 2.48K shares | 87K | $56.13 | 10.35K |
| Q2 2022 | share | Increase | +108.12% | 4.09K shares | 215K | $62.76 | 7.87K |
| Q1 2022 | share | Increase | +936.44% | 3.41K shares | 250K | $73.73 | 3.78K |
| Q4 2021 | share | Increase | +25.86% | 75 shares | 6.27K | $79.53 | 365 |
| Q3 2021 | share | Increase | 0.00% | 290 shares | 22.73K | $78.38 | 290 |