ARQ Wealth 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 | $238K | Hold |
2,911
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $238K | Buy |
2,911
+2
| +0.1% | +$163 | 0.09% | 88 |
|
|
2024
Q4 | $221K | Sell |
2,909
-613
| -17% | -$46.7K | 0.08% | 94 |
|
|
2024
Q3 | $294K | Buy |
3,522
+31
| +0.9% | +$2.58K | 0.11% | 83 |
|
|
2024
Q2 | $275K | Buy |
3,491
+50
| +1% | +$3.94K | 0.12% | 77 |
|
|
2024
Q1 | $275K | Buy |
3,441
+175
| +5% | +$14K | 0.12% | 76 |
|
|
2023
Q4 | $247K | Buy |
3,266
+29
| +0.9% | +$2.19K | 0.15% | 59 |
|
|
2023
Q3 | $224K | Buy |
+3,237
| New | +$224K | 0.17% | 53 |
|