Caldwell Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,291
|
|
||||
|
2023
Q1 | $92.7K | Sell |
1,291
-40
|
|
||||
|
2022
Q4 | $87.5K | Buy |
1,331
+72
|
|
||||
|
2022
Q3 | $70.7K | Buy |
1,259
+641
|
|
||||
|
2022
Q2 | $38.8K | Hold |
618
|
|
||||
|
2022
Q1 | $45.6K | Buy |
618
+15
|
|
||||
|
2021
Q4 | $47.9K | Hold |
603
|
|
||||
|
2021
Q3 | $47.3K | Buy |
603
+58
|
|
||||
|
2021
Q2 | $43.1K | Buy |
+545
|
|