Belpointe 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
Q2 | – | Sell |
-964
| Closed | -$69.3K | – | 1404 |
|
|
2023
Q1 | $69.3K | Buy |
964
+41
| +4% | +$2.95K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $60.7K | Buy |
+923
| New | +$60.7K | ﹤0.01% | 1495 |
|
|
2022
Q3 | – | Sell |
-1,610
| Closed | -$100K | – | 1190 |
|
|
2022
Q2 | $100K | Buy |
1,610
+28
| +2% | +$1.74K | 0.01% | 1120 |
|
|
2022
Q1 | $117K | Buy |
+1,582
| New | +$117K | 0.01% | 1140 |
|