SWA
Sax 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 | $1.08M | Sell |
12,091
-1,050
| -8% | -$93.7K | 0.07% | 169 |
|
|
2025
Q1 | $1.07M | Sell |
13,141
-1,590
| -11% | -$130K | 0.08% | 133 |
|
|
2024
Q4 | $1.12M | Sell |
14,731
-4,272
| -22% | -$325K | 0.09% | 111 |
|
|
2024
Q3 | $1.6M | Buy |
19,003
+181
| +1% | +$15.2K | 0.14% | 66 |
|
|
2024
Q2 | $1.48M | Buy |
+18,822
| New | +$1.48M | 0.14% | 71 |
|