MWP
Moller Wealth Partners’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 | $511K | Sell |
5,730
-2
| -0% | -$178 | 0.11% | 42 |
|
|
2025
Q1 | $468K | Buy |
5,732
+1,252
| +28% | +$102K | 0.12% | 44 |
|
|
2024
Q4 | $341K | Hold |
4,480
| – | – | 0.09% | 46 |
|
|
2024
Q3 | $377K | Buy |
4,480
+1,184
| +36% | +$99.7K | 0.09% | 47 |
|
|
2024
Q2 | $260K | Hold |
3,296
| – | – | 0.07% | 57 |
|
|
2024
Q1 | $263K | Buy |
3,296
+11
| +0.3% | +$879 | 0.07% | 46 |
|
|
2023
Q4 | $248K | Buy |
3,285
+25
| +0.8% | +$1.89K | 0.07% | 46 |
|
|
2023
Q3 | $225K | Sell |
3,260
-179
| -5% | -$12.4K | 0.07% | 45 |
|
|
2023
Q2 | $251K | Hold |
3,439
| – | – | 0.08% | 44 |
|
|
2023
Q1 | $247K | Sell |
3,439
-21
| -0.6% | -$1.51K | 0.08% | 44 |
|
|
2022
Q4 | $227K | Buy |
+3,460
| New | +$227K | 0.07% | 48 |
|