Apollon Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
4,851
+23
| +0.5% | +$2.05K | 0.01% | 851 |
|
|
2025
Q1 | $394K | Sell |
4,828
-257
| -5% | -$21K | 0.01% | 847 |
|
|
2024
Q4 | $387K | Buy |
5,085
+370
| +8% | +$28.2K | 0.01% | 849 |
|
|
2024
Q3 | $397K | Buy |
4,715
+534
| +13% | +$44.9K | 0.01% | 812 |
|
|
2024
Q2 | $329K | Sell |
4,181
-970
| -19% | -$76.4K | 0.01% | 820 |
|
|
2024
Q1 | $412K | Sell |
5,151
-205
| -4% | -$16.4K | 0.01% | 760 |
|
|
2023
Q4 | $405K | Buy |
5,356
+362
| +7% | +$27.3K | 0.01% | 729 |
|
|
2023
Q3 | $345K | Sell |
4,994
-189
| -4% | -$13.1K | 0.02% | 656 |
|
|
2023
Q2 | $378K | Buy |
5,183
+71
| +1% | +$5.18K | 0.02% | 679 |
|
|
2023
Q1 | $367K | Buy |
5,112
+520
| +11% | +$37.4K | 0.02% | 622 |
|
|
2022
Q4 | $302K | Buy |
+4,592
| New | +$302K | 0.02% | 657 |
|