OPES WEALTH MANAGEMENT LLC – iShares ESG Aware MSCI EM ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$382,000
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-14.36%
quarter
iShares ESG Aware MSCI EM ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.81% | 1K shares | -32K | $27.67 | 13.8K |
| Q2 2022 | share | Decrease | -2.10% | -275 shares | -66K | $32.31 | 12.8K |
| Q1 2022 | share | Decrease | -22.84% | -3.87K shares | -194K | $36.73 | 13.07K |
| Q4 2021 | share | Increase | +30.15% | 3.92K shares | 134K | $39.84 | 16.94K |
| Q3 2021 | share | Increase | +85.07% | 5.98K shares | 222K | $41.44 | 13.02K |
| Q2 2021 | share | Increase | +25.07% | 1.41K shares | 74K | $45.15 | 7.03K |
| Q1 2021 | share | Increase | 0.00% | 5.62K shares | 244K | $43.1 | 5.62K |