SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,202
| Closed | -$531K | – | 101 |
|
|
2022
Q1 | $531K | Buy |
7,202
+158
| +2% | +$11.6K | 0.34% | 65 |
|
|
2021
Q4 | $560K | Sell |
7,044
-9,389
| -57% | -$746K | 0.35% | 70 |
|
|
2021
Q3 | $1.29M | Sell |
16,433
-2,903
| -15% | -$228K | 0.88% | 34 |
|
|
2021
Q2 | $1.53M | Buy |
19,336
+4,996
| +35% | +$395K | 1.19% | 24 |
|
|
2021
Q1 | $1.09M | Sell |
14,340
-1,986
| -12% | -$151K | 0.98% | 32 |
|
|
2020
Q4 | $1.19M | Sell |
16,326
-111
| -0.7% | -$8.1K | 1.08% | 26 |
|
|
2020
Q3 | $1.04M | Sell |
16,437
-1,236
| -7% | -$78.4K | 1.08% | 24 |
|
|
2020
Q2 | $1.07M | Sell |
17,673
-607
| -3% | -$36.8K | 1.28% | 19 |
|
|
2020
Q1 | $972K | Buy |
18,280
+18,278
| +913,900% | +$972K | 1.29% | 21 |
|
|
2019
Q4 | $41 | Buy |
+2
| New | +$41 | 0.03% | 138 |
|