Atticus Wealth Management’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 | $33.8K | Buy |
378
+35
| +10% | +$3.13K | 0.01% | 359 |
|
|
2025
Q1 | $28K | Sell |
343
-5
| -1% | -$409 | 0.01% | 288 |
|
|
2024
Q4 | $26.5K | Buy |
348
+4
| +1% | +$305 | 0.01% | 306 |
|
|
2024
Q3 | $29K | Hold |
344
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $27.1K | Buy |
344
+1
| +0.3% | +$79 | 0.01% | 287 |
|
|
2024
Q1 | $27.4K | Hold |
343
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $25.9K | Buy |
343
+27
| +9% | +$2.04K | 0.01% | 306 |
|
|
2023
Q3 | $21.8K | Hold |
316
| – | – | 0.01% | 331 |
|
|
2023
Q2 | $23K | Buy |
+316
| New | +$23K | 0.01% | 323 |
|
|
2022
Q4 | – | Sell |
-1,052
| Closed | -$66K | – | 569 |
|
|
2022
Q3 | $66K | Hold |
1,052
| – | – | 0.03% | 207 |
|
|
2022
Q2 | $66K | Buy |
1,052
+572
| +119% | +$35.9K | 0.03% | 227 |
|
|
2022
Q1 | $35K | Buy |
+480
| New | +$35K | 0.01% | 277 |
|