AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $19.3K | Hold |
229
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $18K | Hold |
229
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $18.3K | Hold |
229
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $17.3K | Hold |
229
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $15.8K | Hold |
229
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $16.7K | Hold |
229
| – | – | 0.01% | 151 |
|
|
2023
Q1 | $16.5K | Hold |
229
| – | – | 0.01% | 148 |
|
|
2022
Q4 | $15.1K | Hold |
229
| – | – | 0.01% | 148 |
|
|
2022
Q3 | $13K | Hold |
229
| – | – | 0.01% | 138 |
|
|
2022
Q2 | $14K | Hold |
229
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $17K | Hold |
229
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $18K | Buy |
+229
| New | +$18K | 0.01% | 143 |
|