WFAG
Wescott Financial Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
33,323
+5,722
| +21% | +$272K | 0.15% | 66 |
|
|
2025
Q1 | $1.31M | Buy |
27,601
+2,131
| +8% | +$101K | 0.14% | 72 |
|
|
2024
Q4 | $1.18M | Buy |
25,470
+4,089
| +19% | +$190K | 0.12% | 77 |
|
|
2024
Q3 | $1.04M | Buy |
21,381
+342
| +2% | +$16.6K | 0.11% | 81 |
|
|
2024
Q2 | $981K | Buy |
21,039
+7,093
| +51% | +$331K | 0.11% | 81 |
|
|
2024
Q1 | $656K | Sell |
13,946
-1,246
| -8% | -$58.6K | 0.08% | 95 |
|
|
2023
Q4 | $725K | Buy |
15,192
+187
| +1% | +$8.93K | 0.1% | 83 |
|
|
2023
Q3 | $680K | Buy |
15,005
+3,495
| +30% | +$158K | 0.12% | 80 |
|
|
2023
Q2 | $543K | Buy |
11,510
+847
| +8% | +$40K | 0.1% | 96 |
|
|
2023
Q1 | $512K | Sell |
10,663
-4,907
| -32% | -$236K | 0.11% | 90 |
|
|
2022
Q4 | $728K | Buy |
15,570
+1,653
| +12% | +$77.3K | 0.16% | 75 |
|
|
2022
Q3 | $646K | Buy |
13,917
+582
| +4% | +$27K | 0.18% | 71 |
|
|
2022
Q2 | $653K | Buy |
13,335
+2,634
| +25% | +$129K | 0.18% | 66 |
|
|
2022
Q1 | $553K | Buy |
10,701
+845
| +9% | +$43.7K | 0.14% | 78 |
|
|
2021
Q4 | $544K | Sell |
9,856
-501
| -5% | -$27.7K | 0.28% | 38 |
|
|
2021
Q3 | $571K | Hold |
10,357
| – | – | 0.32% | 37 |
|
|
2021
Q2 | $579K | Buy |
10,357
+2,394
| +30% | +$134K | 0.34% | 36 |
|
|
2021
Q1 | $436K | Buy |
7,963
+243
| +3% | +$13.3K | 0.28% | 38 |
|
|
2020
Q4 | $436K | Buy |
+7,720
| New | +$436K | 0.31% | 36 |
|