OBWG
Onyx Bridge Wealth Group’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 | $716K | Buy |
8,030
+2,552
| +47% | +$228K | 0.09% | 144 |
|
|
2025
Q1 | $448K | Sell |
5,478
-120
| -2% | -$9.8K | 0.06% | 169 |
|
|
2024
Q4 | $426K | Sell |
5,598
-34
| -0.6% | -$2.59K | 0.06% | 175 |
|
|
2024
Q3 | $474K | Sell |
5,632
-496
| -8% | -$41.8K | 0.07% | 166 |
|
|
2024
Q2 | $483K | Buy |
6,128
+1,375
| +29% | +$108K | 0.08% | 154 |
|
|
2024
Q1 | $371K | Sell |
4,753
-8,648
| -65% | -$675K | 0.07% | 173 |
|
|
2023
Q4 | $1.01M | Buy |
13,401
+9,082
| +210% | +$686K | 0.2% | 74 |
|
|
2023
Q3 | $299K | Sell |
4,319
-10,082
| -70% | -$697K | 0.07% | 176 |
|
|
2023
Q2 | $1.05M | Buy |
14,401
+7,372
| +105% | +$538K | 0.25% | 73 |
|
|
2023
Q1 | $505K | Buy |
7,029
+574
| +9% | +$41.2K | 0.2% | 89 |
|
|
2022
Q4 | $441K | Buy |
+6,455
| New | +$441K | 0.18% | 87 |
|
|
2022
Q3 | – | Sell |
-5,714
| Closed | -$365K | – | 183 |
|
|
2022
Q2 | $365K | Sell |
5,714
-1,028
| -15% | -$65.7K | 0.16% | 86 |
|
|
2022
Q1 | $465K | Sell |
6,742
-12,350
| -65% | -$852K | 0.18% | 70 |
|
|
2021
Q4 | $1.53M | Buy |
19,092
+5,551
| +41% | +$444K | 0.51% | 18 |
|
|
2021
Q3 | $1.08M | Buy |
13,541
+7,103
| +110% | +$567K | 0.41% | 31 |
|
|
2021
Q2 | $505K | Buy |
6,438
+2,644
| +70% | +$207K | 0.22% | 49 |
|
|
2021
Q1 | $288K | Buy |
+3,794
| New | +$288K | 0.14% | 70 |
|