CFP
Cascade Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
11,914
| – | – | 0.13% | 104 |
|
|
2025
Q1 | $973K | Sell |
11,914
-2,500
| -17% | -$204K | 0.12% | 103 |
|
|
2024
Q4 | $1.1M | Hold |
14,414
| – | – | 0.14% | 94 |
|
|
2024
Q3 | $1.17M | Hold |
14,414
| – | – | 0.15% | 92 |
|
|
2024
Q2 | $1.14M | Hold |
14,414
| – | – | 0.15% | 90 |
|
|
2024
Q1 | $1.11M | Buy |
+14,414
| New | +$1.11M | 0.16% | 90 |
|