SWM
SeaCrest Wealth Management’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 | $509K | Sell |
5,701
-1,070
| -16% | -$95.5K | 0.06% | 307 |
|
|
2025
Q1 | $553K | Sell |
6,771
-100
| -1% | -$8.17K | 0.06% | 302 |
|
|
2024
Q4 | $523K | Sell |
6,871
-195
| -3% | -$14.8K | 0.06% | 326 |
|
|
2024
Q3 | $595K | Sell |
7,066
-979
| -12% | -$82.4K | 0.06% | 301 |
|
|
2024
Q2 | $634K | Buy |
8,045
+5,413
| +206% | +$426K | 0.07% | 268 |
|
|
2024
Q1 | $210K | Buy |
+2,632
| New | +$210K | 0.03% | 555 |
|