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Bellwether Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
1,717
| – | – | 0.03% | 144 |
|
|
2025
Q1 | $140K | Hold |
1,717
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $131K | Buy |
+1,717
| New | +$131K | 0.02% | 160 |
|
|
2023
Q2 | – | Sell |
-979
| Closed | -$70.3K | – | 214 |
|
|
2023
Q1 | $70.3K | Hold |
979
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $64.4K | Hold |
979
| – | – | 0.02% | 175 |
|
|
2022
Q3 | $54K | Hold |
979
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $61K | Hold |
979
| – | – | 0.02% | 156 |
|
|
2022
Q1 | $72K | Hold |
979
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $77K | Hold |
979
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $76K | Hold |
979
| – | – | 0.03% | 182 |
|
|
2021
Q2 | $77K | Buy |
979
+734
| +300% | +$57.7K | 0.03% | 163 |
|
|
2021
Q1 | $18K | Hold |
245
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $17K | Buy |
+245
| New | +$17K | 0.01% | 205 |
|