WWM
WT 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
Q1 | $289K | Sell |
8,276
-1,046
| -11% | -$36.6K | 0.09% | 103 |
|
|
2024
Q4 | $311K | Buy |
9,322
+10
| +0.1% | +$334 | 0.1% | 108 |
|
|
2024
Q3 | $340K | Buy |
9,312
+208
| +2% | +$7.6K | 0.11% | 96 |
|
|
2024
Q2 | $305K | Sell |
9,104
-492
| -5% | -$16.5K | 0.1% | 95 |
|
|
2024
Q1 | $309K | Buy |
9,596
+1,914
| +25% | +$61.7K | 0.11% | 92 |
|
|
2023
Q4 | $246K | Buy |
7,682
+16
| +0.2% | +$513 | 0.1% | 96 |
|
|
2023
Q3 | $232K | Buy |
+7,666
| New | +$232K | 0.1% | 94 |
|
|
2022
Q3 | – | Sell |
-6,989
| Closed | -$226K | – | 92 |
|
|
2022
Q2 | $226K | Buy |
6,989
+1,173
| +20% | +$37.9K | 0.11% | 99 |
|
|
2022
Q1 | $214K | Buy |
5,816
+192
| +3% | +$7.07K | 0.08% | 114 |
|
|
2021
Q4 | $224K | Buy |
+5,624
| New | +$224K | 0.08% | 117 |
|