HWA
Hilltop 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
Q2 | $3.16M | Buy |
35,427
+9,461
| +36% | +$844K | 1.78% | 14 |
|
|
2025
Q1 | $2.12M | Sell |
25,966
-631
| -2% | -$51.5K | 1.2% | 18 |
|
|
2024
Q4 | $2.03M | Sell |
26,597
-2,441
| -8% | -$186K | 1.02% | 19 |
|
|
2024
Q3 | $2.44M | Sell |
29,038
-104
| -0.4% | -$8.75K | 1.14% | 18 |
|
|
2024
Q2 | $2.3M | Sell |
29,142
-572
| -2% | -$45.1K | 1.15% | 18 |
|
|
2024
Q1 | $2.37M | Buy |
29,714
+5
| +0% | +$400 | 1.21% | 20 |
|
|
2023
Q4 | $2.24M | Buy |
29,709
+1,746
| +6% | +$132K | 1.28% | 18 |
|
|
2023
Q3 | $1.93M | Buy |
27,963
+2,369
| +9% | +$164K | 1.5% | 15 |
|
|
2023
Q2 | $1.87M | Buy |
25,594
+2,860
| +13% | +$209K | 1.38% | 16 |
|
|
2023
Q1 | $1.63M | Sell |
22,734
-1,460
| -6% | -$105K | 1.31% | 18 |
|
|
2022
Q4 | $1.59M | Sell |
24,194
-8,521
| -26% | -$560K | 1.35% | 17 |
|
|
2022
Q3 | $1.84M | Buy |
32,715
+1,529
| +5% | +$85.8K | 1.89% | 15 |
|
|
2022
Q2 | $1.96M | Buy |
31,186
+1,582
| +5% | +$99.3K | 1.91% | 13 |
|
|
2022
Q1 | $2.18M | Buy |
29,604
+7,868
| +36% | +$580K | 1.86% | 12 |
|
|
2021
Q4 | $1.73M | Buy |
21,736
+3,195
| +17% | +$254K | 1.2% | 14 |
|
|
2021
Q3 | $1.45M | Buy |
18,541
+3,605
| +24% | +$283K | 1.02% | 14 |
|
|
2021
Q2 | $1.18M | Buy |
14,936
+3,399
| +29% | +$269K | 0.83% | 15 |
|
|
2021
Q1 | $876K | Buy |
11,537
+3,082
| +36% | +$234K | 0.67% | 15 |
|
|
2020
Q4 | $618K | Buy |
8,455
+883
| +12% | +$64.5K | 0.55% | 15 |
|
|
2020
Q3 | $481K | Sell |
7,572
-501
| -6% | -$31.8K | 0.49% | 15 |
|
|
2020
Q2 | $489K | Sell |
8,073
-450
| -5% | -$27.3K | 0.54% | 15 |
|
|
2020
Q1 | $453K | Buy |
8,523
+4,406
| +107% | +$234K | 0.55% | 12 |
|
|
2019
Q4 | $283K | Buy |
+4,117
| New | +$283K | 0.29% | 24 |
|