PWMG
Pioneer Wealth Management 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 | $2.22M | Sell |
24,932
-777
| -3% | -$69.3K | 0.82% | 16 |
|
|
2025
Q1 | $2.1M | Buy |
+25,709
| New | +$2.1M | 0.9% | 15 |
|
|
2024
Q3 | $1.92M | Sell |
22,840
-653
| -3% | -$55K | 0.92% | 18 |
|
|
2024
Q2 | $1.85M | Buy |
23,493
+1,237
| +6% | +$97.5K | 0.98% | 18 |
|
|
2024
Q1 | $1.78M | Buy |
22,256
+653
| +3% | +$52.2K | 1.02% | 18 |
|
|
2023
Q4 | $1.63M | Buy |
21,603
+5,760
| +36% | +$435K | 1.02% | 18 |
|
|
2023
Q3 | $1.1M | Buy |
15,843
+897
| +6% | +$62K | 0.83% | 24 |
|
|
2023
Q2 | $1.09M | Buy |
14,946
+1,337
| +10% | +$97.5K | 0.87% | 23 |
|
|
2023
Q1 | $978K | Buy |
13,609
+2,483
| +22% | +$178K | 0.87% | 22 |
|
|
2022
Q4 | $731K | Buy |
+11,126
| New | +$731K | 0.69% | 25 |
|