JWM
JFG 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 | – | Sell |
-8,077
| Closed | -$660K | – | 69 |
|
|
2025
Q1 | $660K | Hold |
8,077
| – | – | 0.15% | 41 |
|
|
2024
Q4 | $615K | Hold |
8,077
| – | – | 0.14% | 52 |
|
|
2024
Q3 | $680K | Hold |
8,077
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $636K | Sell |
8,077
-865
| -10% | -$68.1K | 0.18% | 27 |
|
|
2024
Q1 | $715K | Buy |
8,942
+8
| +0.1% | +$639 | 0.19% | 25 |
|
|
2023
Q4 | $675K | Hold |
8,934
| – | – | 0.19% | 30 |
|
|
2023
Q3 | $618K | Hold |
8,934
| – | – | 0.2% | 16 |
|
|
2023
Q2 | $652K | Hold |
8,934
| – | – | 0.2% | 16 |
|
|
2023
Q1 | $642K | Hold |
8,934
| – | – | 0.22% | 14 |
|
|
2022
Q4 | $587K | Buy |
+8,934
| New | +$587K | 0.19% | 17 |
|