SDWMA
Schneider Downs Wealth Management 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 | $534K | Sell |
13,621
-4,086
| -23% | -$160K | 0.08% | 88 |
|
|
2025
Q1 | $619K | Hold |
17,707
| – | – | 0.11% | 72 |
|
|
2024
Q4 | $591K | Buy |
17,707
+1,059
| +6% | +$35.4K | 0.11% | 77 |
|
|
2024
Q3 | $606K | Sell |
16,648
-16,773
| -50% | -$611K | 0.12% | 72 |
|
|
2024
Q2 | $1.12M | Hold |
33,421
| – | – | 0.25% | 46 |
|
|
2024
Q1 | $1.08M | Buy |
33,421
+2,583
| +8% | +$83.3K | 0.25% | 51 |
|
|
2023
Q4 | $989K | Buy |
30,838
+201
| +0.7% | +$6.44K | 0.26% | 48 |
|
|
2023
Q3 | $928K | Buy |
30,637
+128
| +0.4% | +$3.88K | 0.21% | 46 |
|
|
2023
Q2 | $965K | Buy |
30,509
+4,905
| +19% | +$155K | 0.22% | 46 |
|
|
2023
Q1 | $806K | Buy |
25,604
+5,561
| +28% | +$175K | 0.17% | 49 |
|
|
2022
Q4 | $603K | Sell |
20,043
-3,217
| -14% | -$96.7K | 0.13% | 56 |
|
|
2022
Q3 | $644K | Buy |
23,260
+525
| +2% | +$14.5K | 0.19% | 50 |
|
|
2022
Q2 | $735K | Buy |
22,735
+2,909
| +15% | +$94K | 0.21% | 50 |
|
|
2022
Q1 | $728K | Buy |
19,826
+12
| +0.1% | +$441 | 0.19% | 56 |
|
|
2021
Q4 | $788K | Buy |
19,814
+471
| +2% | +$18.7K | 0.19% | 59 |
|
|
2021
Q3 | $802K | Buy |
19,343
+575
| +3% | +$23.8K | 0.21% | 56 |
|
|
2021
Q2 | $847K | Hold |
18,768
| – | – | 0.22% | 45 |
|
|
2021
Q1 | $813K | Hold |
18,768
| – | – | 0.2% | 44 |
|
|
2020
Q4 | $788K | Buy |
18,768
+238
| +1% | +$9.99K | 0.22% | 39 |
|
|
2020
Q3 | $660K | Hold |
18,530
| – | – | 0.22% | 39 |
|
|
2020
Q2 | $594K | Buy |
18,530
+6
| +0% | +$192 | 0.2% | 40 |
|
|
2020
Q1 | $507K | Buy |
+18,524
| New | +$507K | 0.19% | 44 |
|