BAM
Baldrige Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $595K | Buy |
8,286
+190
| +2% | +$13.6K | 0.24% | 64 |
|
|
2022
Q4 | $532K | Sell |
8,096
-843
| -9% | -$55.4K | 0.24% | 64 |
|
|
2022
Q3 | $502K | Buy |
8,939
+314
| +4% | +$17.6K | 0.24% | 67 |
|
|
2022
Q2 | $541K | Buy |
8,625
+5,450
| +172% | +$342K | 0.25% | 67 |
|
|
2022
Q1 | $234K | Sell |
3,175
-1,508
| -32% | -$111K | 0.1% | 103 |
|
|
2021
Q4 | $372K | Buy |
4,683
+949
| +25% | +$75.4K | 0.14% | 80 |
|
|
2021
Q3 | $293K | Buy |
3,734
+1,418
| +61% | +$111K | 0.12% | 87 |
|
|
2021
Q2 | $183K | Buy |
+2,316
| New | +$183K | 0.08% | 104 |
|