Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
549
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $44.8K | Buy |
549
+4
| +0.7% | +$327 | 0.01% | 292 |
|
|
2024
Q4 | $41.5K | Hold |
545
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $45.9K | Hold |
545
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $42.9K | Hold |
545
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $43.6K | Hold |
545
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $41.2K | Hold |
545
| – | – | 0.01% | 244 |
|
|
2023
Q3 | $37.7K | Hold |
545
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $39.7K | Hold |
545
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $39.2K | Hold |
545
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $35.8K | Hold |
545
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $31K | Hold |
545
| – | – | 0.01% | 253 |
|
|
2022
Q2 | $34K | Hold |
545
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $40K | Buy |
545
+5
| +0.9% | +$367 | 0.01% | 248 |
|
|
2021
Q4 | $43K | Sell |
540
-45
| -8% | -$3.58K | 0.01% | 246 |
|
|
2021
Q3 | $46K | Hold |
585
| – | – | 0.01% | 228 |
|
|
2021
Q2 | $46K | Hold |
585
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $44K | Buy |
+585
| New | +$44K | 0.01% | 219 |
|