PWM
Paulson Wealth Management’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 | $569K | Buy |
6,381
+125
| +2% | +$11.2K | 0.15% | 77 |
|
|
2025
Q1 | $511K | Buy |
6,256
+342
| +6% | +$27.9K | 0.14% | 69 |
|
|
2024
Q4 | $450K | Buy |
5,914
+161
| +3% | +$12.3K | 0.12% | 82 |
|
|
2024
Q3 | $484K | Buy |
5,753
+2,378
| +70% | +$200K | 0.13% | 82 |
|
|
2024
Q2 | $266K | Buy |
3,375
+165
| +5% | +$13K | 0.08% | 116 |
|
|
2024
Q1 | $257K | Buy |
+3,210
| New | +$257K | 0.08% | 122 |
|