EWS
Evergreen Wealth Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,836
| Closed | -$329K | – | 104 |
|
|
2023
Q1 | $329K | Sell |
6,836
-2,854
| -29% | -$137K | 0.38% | 75 |
|
|
2022
Q4 | $453K | Buy |
9,690
+554
| +6% | +$25.9K | 0.6% | 57 |
|
|
2022
Q3 | $424K | Sell |
9,136
-176
| -2% | -$8.17K | 0.6% | 54 |
|
|
2022
Q2 | $456K | Sell |
9,312
-15
| -0.2% | -$735 | 0.56% | 56 |
|
|
2022
Q1 | $482K | Buy |
9,327
+1,612
| +21% | +$83.3K | 0.47% | 48 |
|
|
2021
Q4 | $426K | Buy |
+7,715
| New | +$426K | 0.39% | 58 |
|