SWM
SigFig Wealth Management’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 | $11.6M | Buy |
297,302
+4,127
| +1% | +$161K | 0.38% | 35 |
|
|
2025
Q1 | $10.3M | Buy |
293,175
+5,745
| +2% | +$201K | 0.37% | 32 |
|
|
2024
Q4 | $9.63M | Buy |
287,430
+18,798
| +7% | +$630K | 0.35% | 34 |
|
|
2024
Q3 | $9.94M | Buy |
268,632
+31,990
| +14% | +$1.18M | 0.36% | 32 |
|
|
2024
Q2 | $7.93M | Buy |
236,642
+24,102
| +11% | +$808K | 0.3% | 39 |
|
|
2024
Q1 | $6.85M | Buy |
212,540
+22,571
| +12% | +$727K | 0.25% | 41 |
|
|
2023
Q4 | $6.09M | Buy |
189,969
+27,959
| +17% | +$896K | 0.23% | 45 |
|
|
2023
Q3 | $4.91M | Sell |
162,010
-6,185
| -4% | -$187K | 0.2% | 51 |
|
|
2023
Q2 | $5.28M | Buy |
168,195
+26,413
| +19% | +$829K | 0.2% | 53 |
|
|
2023
Q1 | $4.47M | Buy |
141,782
+37,057
| +35% | +$1.17M | 0.25% | 50 |
|
|
2022
Q4 | $3.08M | Buy |
104,725
+21,212
| +25% | +$624K | 0.15% | 55 |
|
|
2022
Q3 | $2.45M | Buy |
83,513
+42,405
| +103% | +$1.24M | 0.13% | 57 |
|
|
2022
Q2 | $1.32M | Sell |
41,108
-28,419
| -41% | -$910K | 0.07% | 69 |
|
|
2022
Q1 | $2.14M | Buy |
69,527
+21,672
| +45% | +$667K | 0.1% | 54 |
|
|
2021
Q4 | $1.9M | Sell |
47,855
-910
| -2% | -$36.1K | 0.09% | 51 |
|
|
2021
Q3 | $2.02M | Sell |
48,765
-17,193
| -26% | -$713K | 0.1% | 50 |
|
|
2021
Q2 | $2.98M | Buy |
65,958
+16,128
| +32% | +$728K | 0.16% | 47 |
|
|
2021
Q1 | $2.16M | Buy |
49,830
+7,190
| +17% | +$311K | 0.13% | 46 |
|
|
2020
Q4 | $1.79M | Buy |
42,640
+18,762
| +79% | +$788K | 0.13% | 43 |
|
|
2020
Q3 | $837K | Buy |
23,878
+8,888
| +59% | +$312K | 0.08% | 50 |
|
|
2020
Q2 | $481K | Buy |
+14,990
| New | +$481K | 0.05% | 55 |
|