TWA
Talisman Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,682
| Closed | -$255K | – | 86 |
|
|
2023
Q3 | $255K | Sell |
3,682
-179
| -5% | -$12.4K | 0.44% | 69 |
|
|
2023
Q2 | $282K | Buy |
3,861
+47
| +1% | +$3.43K | 0.48% | 66 |
|
|
2023
Q1 | $274K | Hold |
3,814
| – | – | 0.5% | 69 |
|
|
2022
Q4 | $251K | Buy |
+3,814
| New | +$251K | 0.53% | 60 |
|