PWA
Physician Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
19,884
-2,700
| -12% | -$106K | 0.12% | 77 |
|
|
2025
Q1 | $789K | Sell |
22,584
-150
| -0.7% | -$5.24K | 0.14% | 76 |
|
|
2024
Q4 | $759K | Sell |
22,734
-1,091
| -5% | -$36.4K | 0.13% | 78 |
|
|
2024
Q3 | $856K | Sell |
23,825
-269
| -1% | -$9.66K | 0.15% | 69 |
|
|
2024
Q2 | $841K | Buy |
24,094
+51
| +0.2% | +$1.78K | 0.16% | 73 |
|
|
2024
Q1 | $750K | Sell |
24,043
-4,169
| -15% | -$130K | 0.16% | 74 |
|
|
2023
Q4 | $857K | Sell |
28,212
-227
| -0.8% | -$6.89K | 0.19% | 65 |
|
|
2023
Q3 | $854K | Sell |
28,439
-339
| -1% | -$10.2K | 0.22% | 58 |
|
|
2023
Q2 | $920K | Buy |
28,778
+724
| +3% | +$23.2K | 0.23% | 54 |
|
|
2023
Q1 | $881K | Buy |
28,054
+78
| +0.3% | +$2.45K | 0.23% | 52 |
|
|
2022
Q4 | $939K | Sell |
27,976
-10,170
| -27% | -$342K | 0.25% | 49 |
|
|
2022
Q3 | $1.11M | Sell |
38,146
-93
| -0.2% | -$2.7K | 0.34% | 46 |
|
|
2022
Q2 | $1.21M | Buy |
38,239
+9,595
| +33% | +$304K | 0.35% | 45 |
|
|
2022
Q1 | $997K | Buy |
28,644
+2,127
| +8% | +$74K | 0.26% | 54 |
|
|
2021
Q4 | $1.05M | Buy |
26,517
+5,573
| +27% | +$221K | 0.28% | 51 |
|
|
2021
Q3 | $896K | Buy |
20,944
+1,598
| +8% | +$68.4K | 0.25% | 56 |
|
|
2021
Q2 | $847K | Buy |
19,346
+3,578
| +23% | +$157K | 0.24% | 57 |
|
|
2021
Q1 | $693K | Buy |
15,768
+958
| +6% | +$42.1K | 0.23% | 62 |
|
|
2020
Q4 | $688K | Sell |
14,810
-112,611
| -88% | -$5.23M | 0.23% | 63 |
|
|
2020
Q3 | $4.69M | Buy |
127,421
+20,768
| +19% | +$764K | 1.88% | 14 |
|
|
2020
Q2 | $3.79M | Sell |
106,653
-20,803
| -16% | -$739K | 1.53% | 16 |
|
|
2020
Q1 | $3.68M | Buy |
+127,456
| New | +$3.68M | 1.84% | 13 |
|