Capital Investment Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $27.8K | Hold |
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2024
Q2 | $26K | Sell |
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|
2024
Q1 | $28.8K | Sell |
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|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $29.7K | Sell |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $855K | Sell |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $3.84M | Buy |
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|
2022
Q1 | $3.53M | Sell |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $343K | Buy |
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