SWM
SigFig 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 | $872K | Buy |
+9,790
| New | +$872K | 0.03% | 98 |
|
|
2024
Q4 | – | Sell |
-2,704
| Closed | -$228K | – | 125 |
|
|
2024
Q3 | $228K | Buy |
+2,704
| New | +$228K | 0.01% | 116 |
|
|
2023
Q4 | – | Sell |
-8,764
| Closed | -$606K | – | 117 |
|
|
2023
Q3 | $606K | Sell |
8,764
-5,284
| -38% | -$365K | 0.02% | 96 |
|
|
2023
Q2 | $1.01M | Buy |
14,048
+516
| +4% | +$37.2K | 0.04% | 90 |
|
|
2023
Q1 | $973K | Buy |
13,532
+2,351
| +21% | +$169K | 0.05% | 81 |
|
|
2022
Q4 | $1.22M | Buy |
11,181
+880
| +9% | +$95.7K | 0.06% | 80 |
|
|
2022
Q3 | $1.17M | Buy |
10,301
+126
| +1% | +$14.3K | 0.06% | 74 |
|
|
2022
Q2 | $1.21M | Buy |
10,175
+2,497
| +33% | +$297K | 0.06% | 71 |
|
|
2022
Q1 | $1.18M | Sell |
7,678
-5,522
| -42% | -$850K | 0.06% | 70 |
|
|
2021
Q4 | $1.03M | Buy |
13,200
+3,708
| +39% | +$289K | 0.05% | 70 |
|
|
2021
Q3 | $744K | Buy |
9,492
+4,829
| +104% | +$379K | 0.04% | 73 |
|
|
2021
Q2 | $369K | Buy |
+4,663
| New | +$369K | 0.02% | 77 |
|