Bulltick Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,975
| Closed | -$590K | – | 135 |
|
|
2022
Q4 | $590K | Sell |
8,975
-4,057
| -31% | -$267K | 0.17% | 66 |
|
|
2022
Q3 | $731K | Hold |
13,032
| – | – | 0.22% | 58 |
|
|
2022
Q2 | $818K | Hold |
13,032
| – | – | 0.22% | 57 |
|
|
2022
Q1 | $961K | Buy |
13,032
+2,817
| +28% | +$208K | 0.22% | 56 |
|
|
2021
Q4 | $813K | Buy |
+10,215
| New | +$813K | 0.16% | 59 |
|