TDWM
Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
3,759
| – | – | 0.18% | 51 |
|
|
2025
Q1 | $307K | Hold |
3,759
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $286K | Buy |
3,759
+34
| +0.9% | +$2.59K | 0.12% | 69 |
|
|
2024
Q3 | $314K | Sell |
3,725
-16
| -0.4% | -$1.35K | 0.13% | 68 |
|
|
2024
Q2 | $295K | Sell |
3,741
-26
| -0.7% | -$2.05K | 0.13% | 67 |
|
|
2024
Q1 | $301K | Sell |
3,767
-23
| -0.6% | -$1.84K | 0.13% | 65 |
|
|
2023
Q4 | $286K | Hold |
3,790
| – | – | 0.14% | 64 |
|
|
2023
Q3 | $262K | Buy |
3,790
+65
| +2% | +$4.49K | 0.14% | 65 |
|
|
2023
Q2 | $272K | Sell |
3,725
-37
| -1% | -$2.7K | 0.14% | 69 |
|
|
2023
Q1 | $270K | Sell |
3,762
-153
| -4% | -$11K | 0.14% | 67 |
|
|
2022
Q4 | $257K | Hold |
3,915
| – | – | 0.14% | 64 |
|
|
2022
Q3 | $255K | Sell |
3,915
-1,129
| -22% | -$73.5K | 0.14% | 67 |
|
|
2022
Q2 | $317K | Buy |
5,044
+2,328
| +86% | +$146K | 0.18% | 60 |
|
|
2022
Q1 | $200K | Hold |
2,716
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $216K | Buy |
+2,716
| New | +$216K | 0.09% | 73 |
|