WCWM
Willow Creek Wealth Management’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 | $268K | Hold |
6,838
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $239K | Hold |
6,838
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $228K | Hold |
6,838
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $249K | Hold |
6,838
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $229K | Hold |
6,838
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $220K | Sell |
6,838
-594
| -8% | -$19.1K | 0.03% | 142 |
|
|
2023
Q4 | $238K | Buy |
+7,432
| New | +$238K | 0.03% | 128 |
|
|
2022
Q3 | – | Sell |
-27,211
| Closed | -$879K | – | 124 |
|
|
2022
Q2 | $879K | Buy |
27,211
+1,346
| +5% | +$43.5K | 0.16% | 56 |
|
|
2022
Q1 | $950K | Sell |
25,865
-8,870
| -26% | -$326K | 0.19% | 47 |
|
|
2021
Q4 | $1.38M | Buy |
34,735
+28,884
| +494% | +$1.15M | 0.29% | 38 |
|
|
2021
Q3 | $242K | Hold |
5,851
| – | – | 0.05% | 100 |
|
|
2021
Q2 | $264K | Hold |
5,851
| – | – | 0.06% | 94 |
|
|
2021
Q1 | $253K | Hold |
5,851
| – | – | 0.09% | 84 |
|
|
2020
Q4 | $246K | Hold |
5,851
| – | – | 0.09% | 78 |
|
|
2020
Q3 | $208K | Buy |
+5,851
| New | +$208K | 0.09% | 80 |
|