NEGWA
New England Guild 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $399K | Sell |
6,072
-2,276
| -27% | -$150K | 0.21% | 48 |
|
|
2022
Q3 | $469K | Sell |
8,348
-481
| -5% | -$27K | 0.28% | 45 |
|
|
2022
Q2 | $554K | Buy |
8,829
+132
| +2% | +$8.28K | 0.34% | 44 |
|
|
2022
Q1 | $641K | Sell |
8,697
-1,822
| -17% | -$134K | 0.34% | 42 |
|
|
2021
Q4 | $836K | Buy |
10,519
+1,063
| +11% | +$84.5K | 0.42% | 42 |
|
|
2021
Q3 | $741K | Hold |
9,456
| – | – | 0.39% | 41 |
|
|
2021
Q2 | $747K | Sell |
9,456
-4,007
| -30% | -$317K | 0.41% | 39 |
|
|
2021
Q1 | $1.02M | Buy |
13,463
+2,047
| +18% | +$155K | 0.57% | 37 |
|
|
2020
Q4 | $834K | Buy |
+11,416
| New | +$834K | 0.49% | 36 |
|