WOSD
WFA of San Diego’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Buy |
+577
| New | +$22.6K | 0.02% | 260 |
|
|
2024
Q3 | $21K | Hold |
576
| – | – | 0.02% | 237 |
|
|
2024
Q2 | $19.3K | Buy |
+576
| New | +$19.3K | 0.02% | 246 |
|
|
2023
Q3 | $17.4K | Hold |
576
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $18.2K | Buy |
+576
| New | +$18.2K | 0.02% | 241 |
|
|
2023
Q1 | – | Sell |
-576
| Closed | -$17.3K | – | 168 |
|
|
2022
Q4 | $17.3K | Buy |
+576
| New | +$17.3K | 0.01% | 305 |
|