HWA
Hilltop Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
20,262
-18
| -0.1% | -$705 | 0.45% | 27 |
|
|
2025
Q1 | $709K | Sell |
20,280
-454
| -2% | -$15.9K | 0.4% | 31 |
|
|
2024
Q4 | $692K | Sell |
20,734
-2,313
| -10% | -$77.2K | 0.35% | 30 |
|
|
2024
Q3 | $839K | Sell |
23,047
-394
| -2% | -$14.3K | 0.39% | 30 |
|
|
2024
Q2 | $786K | Sell |
23,441
-197
| -0.8% | -$6.61K | 0.39% | 30 |
|
|
2024
Q1 | $762K | Sell |
23,638
-673
| -3% | -$21.7K | 0.39% | 29 |
|
|
2023
Q4 | $779K | Buy |
24,311
+667
| +3% | +$21.4K | 0.44% | 26 |
|
|
2023
Q3 | $716K | Sell |
23,644
-1,206
| -5% | -$36.5K | 0.55% | 23 |
|
|
2023
Q2 | $786K | Buy |
24,850
+500
| +2% | +$15.8K | 0.58% | 23 |
|
|
2023
Q1 | $767K | Sell |
24,350
-1,024
| -4% | -$32.2K | 0.62% | 23 |
|
|
2022
Q4 | $763K | Sell |
25,374
-5,863
| -19% | -$176K | 0.65% | 21 |
|
|
2022
Q3 | $864K | Sell |
31,237
-381
| -1% | -$10.5K | 0.89% | 18 |
|
|
2022
Q2 | $1.02M | Buy |
31,618
+2,683
| +9% | +$86.7K | 1% | 15 |
|
|
2022
Q1 | $1.06M | Buy |
28,935
+8,282
| +40% | +$304K | 0.91% | 14 |
|
|
2021
Q4 | $821K | Buy |
20,653
+3,138
| +18% | +$125K | 0.57% | 17 |
|
|
2021
Q3 | $726K | Buy |
17,515
+3,913
| +29% | +$162K | 0.51% | 17 |
|
|
2021
Q2 | $614K | Buy |
13,602
+3,617
| +36% | +$163K | 0.43% | 18 |
|
|
2021
Q1 | $432K | Buy |
9,985
+1,702
| +21% | +$73.6K | 0.33% | 20 |
|
|
2020
Q4 | $348K | Buy |
8,283
+802
| +11% | +$33.7K | 0.31% | 23 |
|
|
2020
Q3 | $266K | Sell |
7,481
-311
| -4% | -$11.1K | 0.27% | 25 |
|
|
2020
Q2 | $250K | Buy |
7,792
+178
| +2% | +$5.71K | 0.27% | 26 |
|
|
2020
Q1 | $208K | Buy |
+7,614
| New | +$208K | 0.25% | 25 |
|