IWM
Integris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
43,319
-583
| -1% | -$52K | 1.01% | 19 |
|
|
2025
Q1 | $3.59M | Hold |
43,902
| – | – | 1.02% | 19 |
|
|
2024
Q4 | $3.34M | Buy |
43,902
+906
| +2% | +$69K | 0.94% | 19 |
|
|
2024
Q3 | $3.62M | Buy |
42,996
+185
| +0.4% | +$15.6K | 1.01% | 20 |
|
|
2024
Q2 | $3.37M | Sell |
42,811
-1,200
| -3% | -$94.5K | 0.97% | 21 |
|
|
2024
Q1 | $3.52M | Sell |
44,011
-1,625
| -4% | -$130K | 0.97% | 22 |
|
|
2023
Q4 | $3.45M | Buy |
45,636
+156
| +0.3% | +$11.8K | 1.02% | 21 |
|
|
2023
Q3 | $3.14M | Buy |
45,480
+1,138
| +3% | +$78.7K | 1.03% | 21 |
|
|
2023
Q2 | $3.23M | Buy |
44,342
+1,855
| +4% | +$135K | 1.14% | 18 |
|
|
2023
Q1 | $3.05M | Buy |
42,487
+3,124
| +8% | +$224K | 1.12% | 17 |
|
|
2022
Q4 | $2.59M | Buy |
+39,363
| New | +$2.59M | 1.01% | 18 |
|