Ancora Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Hold |
683
| – | – | ﹤0.01% | 969 |
|
|
2025
Q1 | $55.8K | Buy |
683
+26
| +4% | +$2.12K | ﹤0.01% | 982 |
|
|
2024
Q4 | $50K | Hold |
657
| – | – | ﹤0.01% | 986 |
|
|
2024
Q3 | $55.3K | Sell |
657
-50
| -7% | -$4.21K | ﹤0.01% | 950 |
|
|
2024
Q2 | $55.7K | Hold |
707
| – | – | ﹤0.01% | 898 |
|
|
2024
Q1 | $56.5K | Hold |
707
| – | – | ﹤0.01% | 908 |
|
|
2023
Q4 | $53.4K | Hold |
707
| – | – | ﹤0.01% | 898 |
|
|
2023
Q3 | $48.9K | Hold |
707
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $51.6K | Sell |
707
-16
| -2% | -$1.17K | ﹤0.01% | 877 |
|
|
2023
Q1 | $51.9K | Hold |
723
| – | – | ﹤0.01% | 880 |
|
|
2022
Q4 | $48K | Sell |
723
-27
| -4% | -$1.79K | ﹤0.01% | 945 |
|
|
2022
Q3 | $42K | Sell |
750
-12
| -2% | -$672 | ﹤0.01% | 1104 |
|
|
2022
Q2 | $48K | Hold |
762
| – | – | ﹤0.01% | 1154 |
|
|
2022
Q1 | $56K | Hold |
762
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q4 | $61K | Sell |
762
-15
| -2% | -$1.2K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $61K | Buy |
777
+106
| +16% | +$8.32K | ﹤0.01% | 1094 |
|
|
2021
Q2 | $53K | Buy |
671
+323
| +93% | +$25.5K | ﹤0.01% | 1064 |
|
|
2021
Q1 | $26K | Buy |
+348
| New | +$26K | ﹤0.01% | 1196 |
|