GWA
GGM Wealth Advisors’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
Q1 | $442K | Hold |
5,220
| – | – | 0.25% | 80 |
|
|
2024
Q4 | $397K | Buy |
5,220
+19
| +0.4% | +$1.45K | 0.21% | 83 |
|
|
2024
Q3 | $438K | Buy |
5,201
+546
| +12% | +$46K | 0.19% | 83 |
|
|
2024
Q2 | $367K | Buy |
+4,655
| New | +$367K | 0.17% | 90 |
|
|
2022
Q2 | – | Sell |
-7,960
| Closed | -$573K | – | 136 |
|
|
2022
Q1 | $573K | Hold |
7,960
| – | – | 0.29% | 70 |
|
|
2021
Q4 | $634K | Hold |
7,960
| – | – | 0.5% | 43 |
|
|
2021
Q3 | $641K | Sell |
7,960
-20
| -0.3% | -$1.61K | 0.51% | 40 |
|
|
2021
Q2 | $626K | Buy |
7,980
+20
| +0.3% | +$1.57K | 0.53% | 41 |
|
|
2021
Q1 | $621K | Buy |
+7,960
| New | +$621K | 0.5% | 40 |
|