EWP
Elevation 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 | $1.52M | Buy |
17,048
+360
| +2% | +$32.1K | 0.6% | 36 |
|
|
2025
Q1 | $1.36M | Sell |
16,688
-1,262
| -7% | -$103K | 0.59% | 33 |
|
|
2024
Q4 | $1.37M | Sell |
17,950
-3,403
| -16% | -$259K | 0.58% | 33 |
|
|
2024
Q3 | $1.8M | Buy |
21,353
+1,886
| +10% | +$159K | 0.77% | 28 |
|
|
2024
Q2 | $1.53M | Buy |
19,467
+5,076
| +35% | +$400K | 0.73% | 30 |
|
|
2024
Q1 | $1.15M | Buy |
14,391
+3,289
| +30% | +$263K | 0.57% | 35 |
|
|
2023
Q4 | $767K | Hold |
11,102
| – | – | 0.46% | 45 |
|
|
2023
Q3 | $767K | Buy |
11,102
+330
| +3% | +$22.8K | 0.66% | 26 |
|
|
2023
Q2 | $786K | Buy |
10,772
+934
| +9% | +$68.1K | 0.66% | 26 |
|
|
2023
Q1 | $707K | Buy |
+9,838
| New | +$707K | 0.65% | 26 |
|