EWS
Evergreen Wealth Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,981
| Closed | -$238K | – | 124 |
|
|
2024
Q1 | $238K | Sell |
2,981
-408
| -12% | -$32.6K | 0.18% | 105 |
|
|
2023
Q4 | $256K | Buy |
3,389
+303
| +10% | +$22.9K | 0.22% | 98 |
|
|
2023
Q3 | $213K | Buy |
3,086
+63
| +2% | +$4.36K | 0.22% | 95 |
|
|
2023
Q2 | $220K | Sell |
3,023
-647
| -18% | -$47.2K | 0.22% | 95 |
|
|
2023
Q1 | $264K | Sell |
3,670
-870
| -19% | -$62.6K | 0.31% | 83 |
|
|
2022
Q4 | $298K | Buy |
+4,540
| New | +$298K | 0.39% | 70 |
|
|
2022
Q2 | – | Sell |
-3,150
| Closed | -$232K | – | 105 |
|
|
2022
Q1 | $232K | Sell |
3,150
-539
| -15% | -$39.7K | 0.23% | 88 |
|
|
2021
Q4 | $293K | Buy |
+3,689
| New | +$293K | 0.27% | 79 |
|