BFSG LLC’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 | $76.6K | Hold |
858
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $70.1K | Sell |
858
-256
| -23% | -$20.9K | 0.01% | 347 |
|
|
2024
Q4 | $84.8K | Hold |
1,114
| – | – | 0.01% | 329 |
|
|
2024
Q3 | $93.8K | Hold |
1,114
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $87.8K | Hold |
1,114
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $89K | Hold |
1,114
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $84.2K | Buy |
+1,114
| New | +$84.2K | 0.01% | 312 |
|