OBWP
O'Brien 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 | $328K | Hold |
3,676
| – | – | 0.05% | 43 |
|
|
2025
Q1 | $300K | Hold |
3,676
| – | – | 0.06% | 40 |
|
|
2024
Q4 | $280K | Hold |
3,676
| – | – | 0.05% | 39 |
|
|
2024
Q3 | $309K | Sell |
3,676
-159
| -4% | -$13.4K | 0.06% | 37 |
|
|
2024
Q2 | $302K | Buy |
3,835
+159
| +4% | +$12.5K | 0.07% | 32 |
|
|
2024
Q1 | $294K | Sell |
3,676
-98
| -3% | -$7.83K | 0.07% | 34 |
|
|
2023
Q4 | $285K | Hold |
3,774
| – | – | 0.07% | 35 |
|
|
2023
Q3 | $261K | Hold |
3,774
| – | – | 0.07% | 31 |
|
|
2023
Q2 | $275K | Hold |
3,774
| – | – | 0.08% | 32 |
|
|
2023
Q1 | $271K | Hold |
3,774
| – | – | 0.09% | 33 |
|
|
2022
Q4 | $248K | Sell |
3,774
-39,128
| -91% | -$2.57M | 0.1% | 37 |
|
|
2022
Q3 | $2.41M | Buy |
42,902
+39,128
| +1,037% | +$2.2M | 1.01% | 13 |
|
|
2022
Q2 | $237K | Sell |
3,774
-97,594
| -96% | -$6.13M | 0.1% | 42 |
|
|
2022
Q1 | $6.65M | Buy |
101,368
+4,923
| +5% | +$323K | 2.64% | 8 |
|
|
2021
Q4 | $7.45M | Buy |
96,445
+21,391
| +29% | +$1.65M | 2.58% | 8 |
|
|
2021
Q3 | $5.87M | Buy |
75,054
+8,374
| +13% | +$655K | 2.05% | 8 |
|
|
2021
Q2 | $5.32M | Buy |
66,680
+3,643
| +6% | +$291K | 1.76% | 9 |
|
|
2021
Q1 | $4.9M | Buy |
63,037
+11,116
| +21% | +$864K | 1.62% | 8 |
|
|
2020
Q4 | $3.94M | Buy |
51,921
+18,602
| +56% | +$1.41M | 1.42% | 8 |
|
|
2020
Q3 | $2.17M | Buy |
33,319
+3,419
| +11% | +$223K | 0.89% | 9 |
|
|
2020
Q2 | $1.84M | Buy |
29,900
+10,210
| +52% | +$628K | 0.77% | 9 |
|
|
2020
Q1 | $1.02M | Buy |
+19,690
| New | +$1.02M | 0.57% | 13 |
|