CWP
CFM Wealth Partners’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 | $2.02M | Sell |
22,596
-2,041
| -8% | -$182K | 0.32% | 55 |
|
|
2025
Q1 | $2.01M | Buy |
24,637
+975
| +4% | +$79.6K | 0.35% | 55 |
|
|
2024
Q4 | $1.8M | Buy |
23,662
+478
| +2% | +$36.4K | 0.3% | 58 |
|
|
2024
Q3 | $1.95M | Buy |
23,184
+10
| +0% | +$842 | 0.34% | 58 |
|
|
2024
Q2 | $1.83M | Sell |
23,174
-249
| -1% | -$19.6K | 0.34% | 58 |
|
|
2024
Q1 | $1.87M | Buy |
23,423
+352
| +2% | +$28.1K | 0.38% | 60 |
|
|
2023
Q4 | $1.74M | Hold |
23,071
| – | – | 0.39% | 60 |
|
|
2023
Q3 | $1.59M | Hold |
23,071
| – | – | 0.42% | 54 |
|
|
2023
Q2 | $1.68M | Sell |
23,071
-2,817
| -11% | -$205K | 0.41% | 61 |
|
|
2023
Q1 | $1.86M | Hold |
25,888
| – | – | 0.5% | 53 |
|
|
2022
Q4 | $1.7M | Hold |
25,888
| – | – | 0.51% | 54 |
|
|
2022
Q3 | $1.45M | Buy |
25,888
+6,188
| +31% | +$347K | 0.46% | 57 |
|
|
2022
Q2 | $1.24M | Buy |
+19,700
| New | +$1.24M | 0.37% | 67 |
|