AWM
AllSquare Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.8K | Hold |
1,096
| – | – | 0.05% | 151 |
|
|
2025
Q1 | $89.5K | Hold |
1,096
| – | – | 0.05% | 157 |
|
|
2024
Q4 | $83.4K | Hold |
1,096
| – | – | 0.05% | 165 |
|
|
2024
Q3 | $92.3K | Hold |
1,096
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $86.3K | Hold |
1,096
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $87.6K | Hold |
1,096
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $82.8K | Hold |
1,096
| – | – | 0.05% | 164 |
|
|
2023
Q3 | $75.8K | Hold |
1,096
| – | – | 0.05% | 164 |
|
|
2023
Q2 | $78.6K | Hold |
1,096
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $78.7K | Hold |
1,096
| – | – | 0.05% | 170 |
|
|
2022
Q4 | $72.1K | Hold |
1,096
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $62K | Hold |
1,096
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $69K | Hold |
1,096
| – | – | 0.05% | 166 |
|
|
2022
Q1 | $81K | Hold |
1,096
| – | – | 0.05% | 168 |
|
|
2021
Q4 | $87K | Hold |
1,096
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $86K | Sell |
1,096
-87
| -7% | -$6.83K | 0.05% | 167 |
|
|
2021
Q2 | $93K | Hold |
1,183
| – | – | 0.05% | 168 |
|
|
2021
Q1 | $90K | Hold |
1,183
| – | – | 0.06% | 159 |
|
|
2020
Q4 | $86K | Sell |
1,183
-345
| -23% | -$25.1K | 0.06% | 153 |
|
|
2020
Q3 | $97K | Hold |
1,528
| – | – | 0.07% | 129 |
|
|
2020
Q2 | $93K | Hold |
1,528
| – | – | 0.07% | 128 |
|
|
2020
Q1 | $81K | Hold |
1,528
| – | – | 0.07% | 127 |
|
|
2019
Q4 | $105K | Hold |
1,528
| – | – | 0.07% | 125 |
|
|
2019
Q3 | $98K | Hold |
1,528
| – | – | 0.07% | 125 |
|
|
2019
Q2 | $98K | Hold |
1,528
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $97K | Buy |
+1,528
| New | +$97K | 0.07% | 131 |
|