KWM
Kingsview 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 | $276K | Sell |
3,090
-105
| -3% | -$9.37K | ﹤0.01% | 973 |
|
|
2025
Q1 | $261K | Sell |
3,195
-481
| -13% | -$39.3K | ﹤0.01% | 941 |
|
|
2024
Q4 | $280K | Sell |
3,676
-148
| -4% | -$11.3K | 0.01% | 929 |
|
|
2024
Q3 | $322K | Buy |
3,824
+110
| +3% | +$9.26K | 0.01% | 863 |
|
|
2024
Q2 | $293K | Buy |
3,714
+1,154
| +45% | +$90.9K | 0.01% | 845 |
|
|
2024
Q1 | $205K | Buy |
+2,560
| New | +$205K | 0.01% | 963 |
|
|
2022
Q3 | – | Sell |
-3,204
| Closed | -$201K | – | 832 |
|
|
2022
Q2 | $201K | Sell |
3,204
-281
| -8% | -$17.6K | 0.01% | 764 |
|
|
2022
Q1 | $257K | Buy |
3,485
+220
| +7% | +$16.2K | 0.01% | 741 |
|
|
2021
Q4 | $259K | Buy |
3,265
+217
| +7% | +$17.2K | 0.01% | 772 |
|
|
2021
Q3 | $239K | Buy |
3,048
+160
| +6% | +$12.5K | 0.01% | 752 |
|
|
2021
Q2 | $229K | Buy |
2,888
+63
| +2% | +$5K | 0.01% | 789 |
|
|
2021
Q1 | $217K | Buy |
2,825
+40
| +1% | +$3.07K | 0.01% | 747 |
|
|
2020
Q4 | $203K | Buy |
+2,785
| New | +$203K | 0.01% | 654 |
|