Brewster Financial Planning’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 | $1.01M | Hold |
11,371
| – | – | 0.68% | 12 |
|
|
2025
Q1 | $929K | Sell |
11,371
-405
| -3% | -$33.1K | 0.69% | 11 |
|
|
2024
Q4 | $897K | Buy |
11,776
+6,663
| +130% | +$507K | 0.68% | 11 |
|
|
2024
Q3 | $430K | Hold |
5,113
| – | – | 0.33% | 14 |
|
|
2024
Q2 | $403K | Buy |
5,113
+79
| +2% | +$6.22K | 0.34% | 13 |
|
|
2024
Q1 | $402K | Hold |
5,034
| – | – | 0.35% | 12 |
|
|
2023
Q4 | $380K | Sell |
5,034
-1,724
| -26% | -$130K | 0.34% | 12 |
|
|
2023
Q3 | $467K | Sell |
6,758
-72
| -1% | -$4.98K | 0.47% | 12 |
|
|
2023
Q2 | $498K | Buy |
+6,830
| New | +$498K | 0.48% | 12 |
|