Cambridge Financial Group (Arizona)’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
$1.02M Sell
11,448
-123
-1% -$11K 0.38% 51
2025
Q1
$946K Sell
11,571
-76
-0.7% -$6.21K 0.4% 52
2024
Q4
$887K Sell
11,647
-411
-3% -$31.3K 0.38% 51
2024
Q3
$1.01M Sell
12,058
-736
-6% -$61.9K 0.42% 54
2024
Q2
$1.01M Sell
12,794
-624
-5% -$49.2K 0.46% 48
2024
Q1
$1.07M Sell
13,418
-195
-1% -$15.6K 0.51% 46
2023
Q4
$1.03M Buy
+13,613
New +$1.03M 0.54% 45