CA
ESGD icon

Capital Advantage’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Capital Advantage’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$507K Buy
5,678
+353
+7% +$31.5K 0.08% 95
2025
Q1 		$405K Hold
5,325
– – 0.07% 95
2024
Q4 		$405K Buy
+5,325
New +$405K 0.07% 95