Cassady Schiller Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.1K | Hold |
67
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $5.64K | Hold |
67
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $5.28K | Hold |
67
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $5.35K | Hold |
67
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $5.06K | Hold |
67
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $4.63K | Hold |
67
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $4.89K | Sell |
67
-148
| -69% | -$10.8K | ﹤0.01% | 384 |
|
|
2023
Q1 | $15.4K | Hold |
215
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $14.1K | Buy |
+215
| New | +$14.1K | 0.01% | 295 |
|