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Bruce G. Allen Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bruce G. Allen Investments’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-455
Closed -$38.3K – 1112
2024
Q3 		$38.3K Hold
455
– – 0.03% 302
2024
Q2 		$35.8K Hold
455
– – 0.03% 298
2024
Q1 		$36.4K Hold
455
– – 0.03% 295
2023
Q4 		$34.4K Buy
+455
New +$34.4K 0.03% 295