WT WEALTH MANAGEMENT – iShares ESG Aware MSCI USA ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$1.85M
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.10% | 6.19K shares | 415K | $79.41 | 23.34K |
| Q2 2022 | share | Increase | +8.24% | 1.30K shares | -167K | $83.9 | 17.15K |
| Q1 2022 | share | Increase | +5.23% | 787 shares | -19K | $101.35 | 15.84K |
| Q4 2021 | share | Increase | +19.47% | 2.45K shares | 384K | $108.23 | 15.05K |
| Q3 2021 | share | Increase | +47.74% | 4.07K shares | 401K | $98.46 | 12.60K |
| Q2 2021 | share | Increase | +12.54% | 951 shares | 151K | $98.16 | 8.53K |
| Q1 2021 | share | Increase | +72.69% | 3.19K shares | 312K | $90.36 | 7.58K |
| Q4 2020 | share | Increase | +25.36% | 888 shares | 111K | $85.28 | 4.39K |
| Q3 2020 | share | Decrease | -3.39% | -123 shares | 13K | $75.29 | 3.50K |
| Q2 2020 | share | Decrease | -0.36% | -13 shares | 44K | $68.88 | 3.62K |
| Q1 2020 | share | Increase | 0.00% | 3.63K shares | 209K | $56.37 | 3.63K |