Private Wealth Management Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
18,079
-324
| -2% | -$28.9K | 0.54% | 28 |
|
|
2025
Q1 | $1.5M | Sell |
18,403
-1,460
| -7% | -$119K | 0.55% | 25 |
|
|
2024
Q4 | $1.51M | Buy |
19,863
+268
| +1% | +$20.4K | 0.58% | 25 |
|
|
2024
Q3 | $1.65M | Buy |
19,595
+785
| +4% | +$66.1K | 0.65% | 24 |
|
|
2024
Q2 | $1.48M | Buy |
18,810
+605
| +3% | +$47.7K | 0.64% | 24 |
|
|
2024
Q1 | $1.45M | Sell |
18,205
-62
| -0.3% | -$4.95K | 0.66% | 23 |
|
|
2023
Q4 | $1.38M | Buy |
+18,267
| New | +$1.38M | 0.68% | 23 |
|