BWA
Bordeaux Wealth Advisors’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 | – | Sell |
-2,795
| Closed | -$228K | – | 163 |
|
|
2025
Q1 | $228K | Hold |
2,795
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $213K | Hold |
2,795
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $235K | Hold |
2,795
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $220K | Hold |
2,795
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $223K | Sell |
2,795
-270
| -9% | -$21.6K | 0.07% | 105 |
|
|
2023
Q4 | $232K | Buy |
+3,065
| New | +$232K | 0.08% | 96 |
|