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Alpha Omega Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Alpha Omega Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-313
Closed -$20K – 327
2019
Q2 		$20K Buy
313
+103
+49% +$6.58K 0.01% 362
2019
Q1 		$13K Buy
210
+25
+14% +$1.55K 0.01% 392
2018
Q4 		$11K Buy
+185
New +$11K 0.01% 355