RWP
Revolve Wealth Partners’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 | $203K | Buy |
+2,270
| New | +$203K | 0.03% | 217 |
|
|
2024
Q4 | – | Sell |
-3,065
| Closed | -$258K | – | 220 |
|
|
2024
Q3 | $258K | Sell |
3,065
-69
| -2% | -$5.81K | 0.04% | 166 |
|
|
2024
Q2 | $247K | Sell |
3,134
-873
| -22% | -$68.8K | 0.04% | 150 |
|
|
2024
Q1 | $320K | Sell |
4,007
-1,054
| -21% | -$84.2K | 0.05% | 124 |
|
|
2023
Q4 | $382K | Sell |
5,061
-520
| -9% | -$39.3K | 0.07% | 108 |
|
|
2023
Q3 | $386K | Sell |
5,581
-267
| -5% | -$18.5K | 0.09% | 98 |
|
|
2023
Q2 | $427K | Buy |
5,848
+838
| +17% | +$61.1K | 0.1% | 91 |
|
|
2023
Q1 | $360K | Buy |
5,010
+442
| +10% | +$31.8K | 0.09% | 97 |
|
|
2022
Q4 | $300K | Buy |
+4,568
| New | +$300K | 0.09% | 107 |
|