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SWS Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SWS Partners’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,814
Closed -$237K – 119
2024
Q3 		$237K Buy
2,814
+236
+9% +$19.9K 0.08% 115
2024
Q2 		$203K Sell
2,578
-190
-7% -$15K 0.06% 114
2024
Q1 		$221K Buy
+2,768
New +$221K 0.07% 113