WDG
Wealth Dimensions Group’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 | $651K | Sell |
7,292
-181
| -2% | -$16.1K | 0.14% | 88 |
|
|
2025
Q1 | $610K | Buy |
7,473
+121
| +2% | +$9.88K | 0.15% | 83 |
|
|
2024
Q4 | $560K | Sell |
7,352
-245
| -3% | -$18.7K | 0.14% | 83 |
|
|
2024
Q3 | $639K | Hold |
7,597
| – | – | 0.16% | 74 |
|
|
2024
Q2 | $598K | Sell |
7,597
-129
| -2% | -$10.2K | 0.17% | 72 |
|
|
2024
Q1 | $617K | Hold |
7,726
| – | – | 0.18% | 67 |
|
|
2023
Q4 | $584K | Hold |
7,726
| – | – | 0.18% | 69 |
|
|
2023
Q3 | $534K | Hold |
7,726
| – | – | 0.19% | 73 |
|
|
2023
Q2 | $563K | Hold |
7,726
| – | – | 0.21% | 73 |
|
|
2023
Q1 | $555K | Hold |
7,726
| – | – | 0.21% | 66 |
|
|
2022
Q4 | $508K | Hold |
7,726
| – | – | 0.21% | 70 |
|
|
2022
Q3 | $434K | Hold |
7,726
| – | – | 0.21% | 67 |
|
|
2022
Q2 | $485K | Hold |
7,726
| – | – | 0.23% | 62 |
|
|
2022
Q1 | $570K | Hold |
7,726
| – | – | 0.26% | 63 |
|
|
2021
Q4 | $614K | Hold |
7,726
| – | – | 0.3% | 56 |
|
|
2021
Q3 | $606K | Buy |
+7,726
| New | +$606K | 0.39% | 51 |
|