WWA
ESGD icon

Wingate Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wingate Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
23,227
+431
+2% +$38.5K 1.85% 14
2025
Q1 		$1.86M Sell
22,796
-298
-1% -$24.3K 2.14% 11
2024
Q4 		$1.76M Buy
+23,094
New +$1.76M 1.73% 17