LWS Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

LWS Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$255K	Buy
2023 Q3	$230K	Hold
2023 Q2	$243K	Buy
2023 Q1	$238K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Buy