Beacon Financial Planning’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 | $500K | Buy |
5,608
+104
| +2% | +$9.28K | 0.28% | 40 |
|
|
2025
Q1 | $450K | Hold |
5,504
| – | – | 0.26% | 40 |
|
|
2024
Q4 | $419K | Buy |
5,504
+73
| +1% | +$5.56K | 0.24% | 37 |
|
|
2024
Q3 | $457K | Hold |
5,431
| – | – | 0.28% | 31 |
|
|
2024
Q2 | $428K | Buy |
5,431
+100
| +2% | +$7.88K | 0.29% | 28 |
|
|
2024
Q1 | $426K | Hold |
5,331
| – | – | 0.3% | 27 |
|
|
2023
Q4 | $403K | Buy |
5,331
+63
| +1% | +$4.76K | 0.32% | 26 |
|
|
2023
Q3 | $364K | Hold |
5,268
| – | – | 0.31% | 21 |
|
|
2023
Q2 | $384K | Buy |
5,268
+97
| +2% | +$7.07K | 0.33% | 19 |
|
|
2023
Q1 | $372K | Hold |
5,171
| – | – | 0.35% | 17 |
|
|
2022
Q4 | $340K | Buy |
+5,171
| New | +$340K | 0.35% | 17 |
|