SOA WEALTH ADVISORS, LLC. – iShares MSCI USA ESG Select ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$4.09M
portfolio value
SOA WEALTH 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 | Increase | +9.51% | 4.68K shares | 120K | $75.91 | 53.97K |
| Q2 2022 | share | Increase | +41.94% | 14.56K shares | 615K | $80.69 | 49.28K |
| Q1 2022 | share | Decrease | -1.14% | -402 shares | -375K | $96.84 | 34.72K |
| Q4 2021 | share | Increase | +45.37% | 10.96K shares | 1.41M | $106.41 | 35.12K |
| Q3 2021 | share | Increase | +20.96% | 4.18K shares | 410K | $95.95 | 24.16K |
| Q2 2021 | share | Increase | +242.21% | 14.13K shares | 1.39M | $95.24 | 19.97K |
| Q1 2021 | share | Increase | +2494.22% | 5.61K shares | 493K | $87.37 | 5.83K |
| Q4 2020 | share | Increase | 0.00% | 225 shares | 19K | $81.68 | 225 |