SWPG
Strategic Wealth Partners Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $413K | Sell |
5,169
-1,042
| -17% | -$83.3K | 0.05% | 60 |
|
|
2023
Q4 | $469K | Sell |
6,211
-4,763
| -43% | -$360K | 0.06% | 55 |
|
|
2023
Q3 | $759K | Sell |
10,974
-92
| -0.8% | -$6.36K | 0.11% | 43 |
|
|
2023
Q2 | $807K | Buy |
11,066
+5,824
| +111% | +$425K | 0.12% | 43 |
|
|
2023
Q1 | $383K | Buy |
5,242
+150
| +3% | +$11K | 0.06% | 48 |
|
|
2022
Q4 | $334K | Buy |
5,092
+13
| +0.3% | +$853 | 0.07% | 39 |
|
|
2022
Q3 | $285K | Hold |
5,079
| – | – | 0.07% | 46 |
|
|
2022
Q2 | $319K | Buy |
5,079
+1,221
| +32% | +$76.7K | 0.07% | 44 |
|
|
2022
Q1 | $284K | Buy |
3,858
+653
| +20% | +$48.1K | 0.05% | 52 |
|
|
2021
Q4 | $255K | Buy |
+3,205
| New | +$255K | 0.04% | 62 |
|