Atomi Financial Group’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 | $795K | Sell |
8,906
-47
| -0.5% | -$4.19K | 0.03% | 415 |
|
|
2025
Q1 | $731K | Sell |
8,953
-2,671
| -23% | -$218K | 0.03% | 390 |
|
|
2024
Q4 | $885K | Sell |
11,624
-2,124
| -15% | -$162K | 0.04% | 298 |
|
|
2024
Q3 | $1.16M | Sell |
13,748
-4,125
| -23% | -$347K | 0.07% | 213 |
|
|
2024
Q2 | $1.41M | Buy |
17,873
+944
| +6% | +$74.4K | 0.1% | 160 |
|
|
2024
Q1 | $1.35M | Buy |
+16,929
| New | +$1.35M | 0.12% | 149 |
|