Affinity Capital Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $969K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $3.45M | Sell |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $3.57M | Buy |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $880K | Buy |
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|
2020
Q1 | $779K | Buy |
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|
2019
Q4 | $601K | Buy |
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