VWA
VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
7,335
| – | – | 0.44% | 42 |
|
|
2025
Q1 | $599K | Hold |
7,335
| – | – | 0.44% | 42 |
|
|
2024
Q4 | $558K | Hold |
7,335
| – | – | 0.4% | 47 |
|
|
2024
Q3 | $617K | Hold |
7,335
| – | – | 0.43% | 44 |
|
|
2024
Q2 | $578K | Hold |
7,335
| – | – | 0.43% | 44 |
|
|
2024
Q1 | $586K | Hold |
7,335
| – | – | 0.45% | 45 |
|
|
2023
Q4 | $554K | Hold |
7,335
| – | – | 0.48% | 40 |
|
|
2023
Q3 | $507K | Buy |
7,335
+568
| +8% | +$39.3K | 0.48% | 38 |
|
|
2023
Q2 | $494K | Buy |
6,767
+902
| +15% | +$65.8K | 0.44% | 42 |
|
|
2023
Q1 | $421K | Hold |
5,865
| – | – | 0.39% | 52 |
|
|
2022
Q4 | $386K | Hold |
5,865
| – | – | 0.38% | 53 |
|
|
2022
Q3 | $329K | Buy |
5,865
+1,383
| +31% | +$77.6K | 0.34% | 53 |
|
|
2022
Q2 | $281K | Hold |
4,482
| – | – | 0.27% | 57 |
|
|
2022
Q1 | $330K | Hold |
4,482
| – | – | 0.29% | 49 |
|
|
2021
Q4 | $356K | Buy |
4,482
+675
| +18% | +$53.6K | 0.3% | 48 |
|
|
2021
Q3 | $298K | Buy |
+3,807
| New | +$298K | 0.27% | 51 |
|