Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 1510 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1295 |
|
|
2018
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1165 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1135 |
|