LNWWM
Laird Norton Wetherby 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 | $2.42M | Buy |
+27,120
| New | +$2.42M | 0.11% | 192 |
|
|
2024
Q4 | $2.06M | Sell |
27,120
-12,017
| -31% | -$915K | 0.1% | 198 |
|
|
2024
Q3 | $3.29M | Buy |
39,137
+14
| +0% | +$1.18K | 0.15% | 123 |
|
|
2024
Q2 | $3.08M | Buy |
39,123
+12
| +0% | +$945 | 0.15% | 131 |
|
|
2024
Q1 | $3.13M | Hold |
39,111
| – | – | 0.15% | 126 |
|
|
2023
Q4 | $2.95M | Sell |
39,111
-31,874
| -45% | -$2.41M | 0.15% | 124 |
|
|
2023
Q3 | $4.91M | Sell |
70,985
-5,857
| -8% | -$405K | 0.28% | 64 |
|
|
2023
Q2 | $5.6M | Buy |
76,842
+20,044
| +35% | +$1.46M | 0.3% | 56 |
|
|
2023
Q1 | $4.08M | Sell |
56,798
-5,411
| -9% | -$389K | 0.24% | 76 |
|
|
2022
Q4 | $4.09M | Buy |
62,209
+44,266
| +247% | +$2.91M | 0.26% | 72 |
|
|
2022
Q3 | $1.01M | Sell |
17,943
-33,949
| -65% | -$1.91M | 0.07% | 288 |
|
|
2022
Q2 | $3.26M | Buy |
51,892
+11,585
| +29% | +$727K | 0.22% | 82 |
|
|
2022
Q1 | $2.97M | Buy |
40,307
+17,949
| +80% | +$1.32M | 0.17% | 107 |
|
|
2021
Q4 | $1.78M | Buy |
22,358
+7,017
| +46% | +$558K | 0.1% | 183 |
|
|
2021
Q3 | $1.2M | Buy |
15,341
+16
| +0.1% | +$1.25K | 0.07% | 254 |
|
|
2021
Q2 | $1.21M | Buy |
+15,325
| New | +$1.21M | 0.07% | 254 |
|