SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.92M | Buy |
26,213
+3,572
| +16% | +$261K | 0.17% | 100 |
|
|
2020
Q3 | $1.44M | Sell |
22,641
-973
| -4% | -$61.8K | 0.14% | 109 |
|
|
2020
Q2 | $1.43M | Buy |
23,614
+359
| +2% | +$21.8K | 0.15% | 107 |
|
|
2020
Q1 | $1.24M | Buy |
23,255
+1,116
| +5% | +$59.3K | 0.14% | 112 |
|
|
2019
Q4 | $1.52M | Buy |
22,139
+1,885
| +9% | +$130K | 0.14% | 108 |
|
|
2019
Q3 | $1.3M | Sell |
20,254
-969
| -5% | -$62.1K | 0.13% | 110 |
|
|
2019
Q2 | $1.37M | Buy |
21,223
+1,302
| +7% | +$83.7K | 0.13% | 113 |
|
|
2019
Q1 | $1.26M | Buy |
+19,921
| New | +$1.26M | 0.12% | 117 |
|