AIFS
A&I Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
13,613
+414
| +3% | +$36.9K | 0.69% | 21 |
|
|
2025
Q1 | $1.08M | Buy |
13,199
+1,147
| +10% | +$93.7K | 0.73% | 20 |
|
|
2024
Q4 | $918K | Buy |
+12,052
| New | +$918K | 0.89% | 19 |
|
|
2019
Q3 | $240K | Buy |
3,740
+419
| +13% | +$26.9K | 0.36% | 22 |
|
|
2019
Q2 | $214K | Buy |
+3,321
| New | +$214K | 0.35% | 21 |
|