Avior 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
Q1 | – | Sell |
-500
| Closed | -$38.1K | – | 1235 |
|
|
2024
Q4 | $38.1K | Buy |
+500
| New | +$38.1K | ﹤0.01% | 1231 |
|
|
2024
Q3 | – | Sell |
-206
| Closed | -$16.3K | – | 2346 |
|
|
2024
Q2 | $16.3K | Buy |
206
+3
| +1% | +$237 | ﹤0.01% | 1390 |
|
|
2024
Q1 | $16.2K | Buy |
+203
| New | +$16.2K | ﹤0.01% | 1691 |
|
|
2022
Q2 | – | Sell |
-149
| Closed | -$10K | – | 1119 |
|
|
2022
Q1 | $10K | Buy |
+149
| New | +$10K | ﹤0.01% | 826 |
|