PWA
Physician 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
3,574
-144
| -4% | -$12.8K | 0.05% | 136 |
|
|
2025
Q1 | $304K | Sell |
3,718
-224
| -6% | -$18.3K | 0.05% | 135 |
|
|
2024
Q4 | $300K | Sell |
3,942
-102
| -3% | -$7.77K | 0.05% | 136 |
|
|
2024
Q3 | $330K | Buy |
4,044
+143
| +4% | +$11.7K | 0.06% | 125 |
|
|
2024
Q2 | $318K | Sell |
3,901
-416
| -10% | -$34K | 0.06% | 121 |
|
|
2024
Q1 | $330K | Hold |
4,317
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $321K | Sell |
4,317
-270
| -6% | -$20.1K | 0.07% | 116 |
|
|
2023
Q3 | $315K | Sell |
4,587
-176
| -4% | -$12.1K | 0.08% | 103 |
|
|
2023
Q2 | $347K | Buy |
4,763
+39
| +0.8% | +$2.84K | 0.09% | 98 |
|
|
2023
Q1 | $347K | Sell |
4,724
-327
| -6% | -$24K | 0.09% | 98 |
|
|
2022
Q4 | $361K | Buy |
5,051
+78
| +2% | +$5.57K | 0.1% | 92 |
|
|
2022
Q3 | $293K | Sell |
4,973
-64
| -1% | -$3.77K | 0.09% | 110 |
|
|
2022
Q2 | $334K | Buy |
5,037
+148
| +3% | +$9.81K | 0.1% | 102 |
|
|
2022
Q1 | $345K | Sell |
4,889
-401
| -8% | -$28.3K | 0.09% | 109 |
|
|
2021
Q4 | $421K | Buy |
+5,290
| New | +$421K | 0.11% | 94 |
|