MWS
Maxwell Wealth Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $268K | Hold |
3,523
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $284K | Buy |
3,523
+124
| +4% | +$9.99K | 0.12% | 97 |
|
|
2024
Q2 | $268K | Hold |
3,399
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $274K | Hold |
3,399
| – | – | 0.14% | 95 |
|
|
2023
Q4 | $257K | Buy |
+3,399
| New | +$257K | 0.17% | 85 |
|