Callan Family Office’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 | $265K | Sell |
2,966
-843
| -22% | -$75.2K | 0.01% | 806 |
|
|
2025
Q1 | $311K | Sell |
3,809
-615
| -14% | -$50.2K | 0.02% | 415 |
|
|
2024
Q4 | $337K | Buy |
4,424
+990
| +29% | +$75.4K | 0.02% | 458 |
|
|
2024
Q3 | $289K | Hold |
3,434
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $271K | Buy |
3,434
+11
| +0.3% | +$867 | 0.05% | 128 |
|
|
2024
Q1 | $274K | Buy |
+3,423
| New | +$274K | 0.06% | 81 |
|