BTWM
Baker Tilly 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 | $208K | Buy |
+2,330
| New | +$208K | 0.07% | 225 |
|
|
2024
Q2 | – | Sell |
-3,447
| Closed | -$275K | – | 323 |
|
|
2024
Q1 | $275K | Sell |
3,447
-596
| -15% | -$47.6K | 0.05% | 360 |
|
|
2023
Q4 | $305K | Buy |
4,043
+5
| +0.1% | +$378 | 0.05% | 384 |
|
|
2023
Q3 | $279K | Sell |
4,038
-109
| -3% | -$7.54K | 0.05% | 382 |
|
|
2023
Q2 | $302K | Buy |
4,147
+99
| +2% | +$7.22K | 0.03% | 450 |
|
|
2023
Q1 | $291K | Buy |
4,048
+116
| +3% | +$8.33K | 0.03% | 456 |
|
|
2022
Q4 | $258K | Buy |
3,932
+328
| +9% | +$21.6K | 0.03% | 461 |
|
|
2022
Q3 | $202K | Buy |
+3,604
| New | +$202K | 0.03% | 476 |
|