SUGARLOAF WEALTH MANAGEMENT, LLC – iShares ESG Aware MSCI EAFE ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$67,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC 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 | Decrease | -43.77% | -920 shares | -65K | $56.13 | 1.18K |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $62.76 | 2.10K | |
| Q1 2022 | share | 0.00% | 0 shares | -12K | $73.73 | 2.10K | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $79.53 | 2.10K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $78.38 | 2.10K | |
| Q2 2021 | share | Increase | +186.38% | 1.36K shares | 27K | $79.03 | 2.10K |
| Q1 2021 | share | Decrease | -59.85% | -1.09K shares | 5K | $74.92 | 734 |
| Q4 2020 | share | Increase | 0.00% | 1.82K shares | 134K | $72.1 | 1.82K |