LWA
Lowe Wealth Advisors’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 | $31.2K | Hold |
350
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $28.6K | Hold |
350
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $26.6K | Hold |
350
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $29.5K | Hold |
350
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $27.6K | Hold |
350
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $28K | Sell |
350
-50
| -13% | -$4K | 0.01% | 143 |
|
|
2023
Q4 | $30.2K | Hold |
400
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $27.7K | Sell |
400
-300
| -43% | -$20.7K | 0.01% | 133 |
|
|
2023
Q2 | $51.1K | Sell |
700
-123
| -15% | -$8.97K | 0.03% | 113 |
|
|
2023
Q1 | $59.1K | Sell |
823
-177
| -18% | -$12.7K | 0.03% | 92 |
|
|
2022
Q4 | $65.7K | Hold |
1,000
| – | – | 0.04% | 89 |
|
|
2022
Q3 | $56K | Sell |
1,000
-200
| -17% | -$11.2K | 0.03% | 87 |
|
|
2022
Q2 | $75K | Hold |
1,200
| – | – | 0.04% | 72 |
|
|
2022
Q1 | $88K | Hold |
1,200
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $95K | Hold |
1,200
| – | – | 0.04% | 73 |
|
|
2021
Q3 | $94K | Hold |
1,200
| – | – | 0.04% | 68 |
|
|
2021
Q2 | $95K | Hold |
1,200
| – | – | 0.05% | 66 |
|
|
2021
Q1 | $91K | Hold |
1,200
| – | – | 0.05% | 64 |
|
|
2020
Q4 | $88K | Buy |
+1,200
| New | +$88K | 0.04% | 55 |
|