Western Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
8,742
+58
| +0.7% | +$5.18K | 0.05% | 317 |
|
|
2025
Q1 | $709K | Buy |
8,684
+314
| +4% | +$25.7K | 0.05% | 310 |
|
|
2024
Q4 | $637K | Sell |
8,370
-257
| -3% | -$19.6K | 0.04% | 315 |
|
|
2024
Q3 | $726K | Buy |
8,627
+122
| +1% | +$10.3K | 0.04% | 361 |
|
|
2024
Q2 | $670K | Buy |
8,505
+432
| +5% | +$34K | 0.05% | 296 |
|
|
2024
Q1 | $645K | Buy |
8,073
+408
| +5% | +$32.6K | 0.05% | 312 |
|
|
2023
Q4 | $579K | Buy |
+7,665
| New | +$579K | 0.04% | 373 |
|
|
2022
Q4 | – | Sell |
-4,142
| Closed | -$233K | – | 652 |
|
|
2022
Q3 | $233K | Sell |
4,142
-958
| -19% | -$53.9K | 0.01% | 709 |
|
|
2022
Q2 | $319K | Buy |
5,100
+431
| +9% | +$27K | 0.02% | 591 |
|
|
2022
Q1 | $344K | Buy |
+4,669
| New | +$344K | 0.02% | 628 |
|