HWM
Hemington Wealth Management’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
Q3 | – | Sell |
-5,922
| Closed | -$466K | – | 1559 |
|
|
2024
Q2 | $466K | Hold |
5,922
| – | – | 0.16% | 71 |
|
|
2024
Q1 | $474K | Hold |
5,922
| – | – | 0.17% | 73 |
|
|
2023
Q4 | $447K | Hold |
5,922
| – | – | 0.17% | 69 |
|
|
2023
Q3 | $409K | Hold |
5,922
| – | – | 0.19% | 64 |
|
|
2023
Q2 | $431K | Hold |
5,922
| – | – | 0.17% | 66 |
|
|
2023
Q1 | $425K | Hold |
5,922
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $389K | Buy |
+5,922
| New | +$389K | 0.17% | 64 |
|