BMD
Better Money Decisions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-537
| Closed | -$34K | – | 172 |
|
|
2022
Q2 | $34K | Sell |
537
-7,259
| -93% | -$460K | 0.03% | 170 |
|
|
2022
Q1 | $575K | Sell |
7,796
-705
| -8% | -$52K | 0.54% | 34 |
|
|
2021
Q4 | $675K | Sell |
8,501
-4,696
| -36% | -$373K | 0.57% | 33 |
|
|
2021
Q3 | $1.03M | Buy |
13,197
+1,596
| +14% | +$125K | 0.85% | 21 |
|
|
2021
Q2 | $917K | Buy |
11,601
+4,869
| +72% | +$385K | 0.82% | 22 |
|
|
2021
Q1 | $511K | Buy |
+6,732
| New | +$511K | 0.53% | 29 |
|