OPES WEALTH MANAGEMENT LLC – iShares ESG Advanced MSCI EAFE Index ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$737,000
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.68%
quarter
iShares ESG Advanced MSCI EAFE Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.23% | 2.77K shares | 57K | $46.58 | 15.81K |
| Q2 2022 | share | Increase | +2.35% | 300 shares | -97K | $52.15 | 13.04K |
| Q1 2022 | share | Increase | +24.16% | 2.48K shares | 71K | $61 | 12.74K |
| Q4 2021 | share | Increase | +33.83% | 2.59K shares | 186K | $68.79 | 10.26K |
| Q3 2021 | share | Increase | +77.14% | 3.34K shares | 227K | $67.77 | 7.67K |
| Q2 2021 | share | Increase | +28.87% | 970 shares | 75K | $67.71 | 4.33K |
| Q1 2021 | share | Increase | 0.00% | 3.36K shares | 218K | $64.32 | 3.36K |