Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-84
| Closed | -$5K | – | 258 |
|
|
2020
Q2 | $5K | Sell |
84
-6,409
| -99% | -$381K | ﹤0.01% | 263 |
|
|
2020
Q1 | $330K | Buy |
6,493
+6,409
| +7,630% | +$326K | 0.42% | 54 |
|
|
2019
Q4 | $6K | Buy |
+84
| New | +$6K | 0.01% | 271 |
|
|
2019
Q3 | – | Sell |
-224
| Closed | -$14K | – | 149 |
|
|
2019
Q2 | $14K | Sell |
224
-352
| -61% | -$22K | 0.01% | 248 |
|
|
2019
Q1 | $36K | Hold |
576
| – | – | 0.04% | 213 |
|
|
2018
Q4 | $33K | Hold |
576
| – | – | 0.04% | 195 |
|
|
2018
Q3 | $38K | Buy |
576
+224
| +64% | +$14.8K | 0.04% | 187 |
|
|
2018
Q2 | $23K | Hold |
352
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $24K | Buy |
+352
| New | +$24K | 0.02% | 207 |
|