WEST FINANCIAL ADVISORS, LLC – iShares MSCI USA ESG Select ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$491,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $75.91 | 6.46K | |
| Q2 2022 | share | Increase | +0.40% | 26 shares | -102K | $80.69 | 6.46K |
| Q1 2022 | share | Increase | +0.56% | 36 shares | -57K | $96.84 | 6.43K |
| Q4 2021 | share | Decrease | -3.72% | -247 shares | 42K | $106.41 | 6.40K |
| Q3 2021 | share | Increase | +17.06% | 969 shares | 95K | $95.95 | 6.64K |
| Q2 2021 | share | Increase | +9.21% | 479 shares | 86K | $95.24 | 5.67K |
| Q1 2021 | share | 0.00% | 0 shares | 29K | $87.37 | 5.2K | |
| Q4 2020 | share | Increase | 0.00% | 5.2K shares | 428K | $81.68 | 5.2K |