DWMG
DB Wealth Management Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $166K | Buy |
2,192
+1,242
| +131% | +$93.8K | 0.09% | 94 |
|
|
2023
Q3 | $65.7K | Hold |
950
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $69.3K | Hold |
950
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $68.2K | Hold |
950
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $62.5K | Hold |
950
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $53K | Hold |
950
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $60K | Hold |
950
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $70K | Hold |
950
| – | – | 0.04% | 145 |
|
|
2021
Q4 | $75K | Hold |
950
| – | – | 0.04% | 135 |
|
|
2021
Q3 | $74K | Hold |
950
| – | – | 0.05% | 132 |
|
|
2021
Q2 | $75K | Hold |
950
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $72K | Hold |
950
| – | – | 0.05% | 136 |
|
|
2020
Q4 | $69K | Buy |
+950
| New | +$69K | 0.05% | 134 |
|