TREVIAN WEALTH MANAGEMENT LLC – iShares ESG Advanced MSCI USA ETF Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$204,000
portfolio value
TREVIAN WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.19%
quarter
iShares ESG Advanced MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $28.02 | 7.29K | |
| Q2 2022 | share | 0.00% | 0 shares | -43K | $29.87 | 7.29K | |
| Q1 2022 | share | 0.00% | 0 shares | -27K | $35.69 | 7.29K | |
| Q4 2021 | share | Increase | 0.00% | 7.29K shares | 288K | $39.45 | 7.29K |