TRUEWEALTH ADVISORS, LLC – iShares ESG Aware MSCI USA ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$846,000
portfolio value
TRUEWEALTH ADVISORS, LLC 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 | Decrease | -3.47% | -383 shares | -80K | $79.41 | 10.65K |
| Q2 2022 | share | Decrease | -15.01% | -1.95K shares | -476K | $83.9 | 11.03K |
| Q1 2022 | share | Decrease | -9.84% | -1.27K shares | -312K | $101.35 | 11.71K |
| Q4 2021 | share | Increase | +6.44% | 786 shares | 200K | $108.23 | 12.98K |
| Q3 2021 | share | Increase | +28.06% | 2.67K shares | 264K | $98.46 | 12.20K |
| Q2 2021 | share | Increase | +16.63% | 1.35K shares | 165K | $98.16 | 9.52K |
| Q1 2021 | share | Increase | 0.00% | 8.17K shares | 773K | $90.36 | 8.17K |