LWA
LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $255K | Buy |
3,374
+42
| +1% | +$3.17K | 0.1% | 57 |
|
|
2023
Q3 | $230K | Hold |
3,332
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $243K | Buy |
3,332
+25
| +0.8% | +$1.82K | 0.1% | 55 |
|
|
2023
Q1 | $238K | Buy |
+3,307
| New | +$238K | 0.1% | 55 |
|
|
2022
Q2 | – | Sell |
-2,899
| Closed | -$214K | – | 61 |
|
|
2022
Q1 | $214K | Buy |
+2,899
| New | +$214K | 0.09% | 55 |
|