Birchbrook’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 | $1.67M | Sell |
18,699
-22
| -0.1% | -$1.96K | 0.89% | 24 |
|
|
2025
Q1 | $1.53M | Buy |
18,721
+648
| +4% | +$52.9K | 0.86% | 24 |
|
|
2024
Q4 | $1.38M | Buy |
18,073
+63
| +0.3% | +$4.8K | 0.78% | 29 |
|
|
2024
Q3 | $1.52M | Buy |
18,010
+400
| +2% | +$33.7K | 0.84% | 27 |
|
|
2024
Q2 | $1.39M | Buy |
17,610
+184
| +1% | +$14.5K | 0.83% | 26 |
|
|
2024
Q1 | $1.39M | Buy |
17,426
+1,261
| +8% | +$101K | 0.83% | 27 |
|
|
2023
Q4 | $1.22M | Buy |
+16,165
| New | +$1.22M | 0.81% | 28 |
|