Centerpoint Advisors’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 | $9K | Buy |
99
+6
| +6% | +$545 | ﹤0.01% | 314 |
|
|
2025
Q1 | $8K | Buy |
93
+15
| +19% | +$1.29K | ﹤0.01% | 329 |
|
|
2024
Q4 | $6K | Buy |
78
+30
| +63% | +$2.31K | ﹤0.01% | 367 |
|
|
2024
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $4K | Buy |
48
+9
| +23% | +$750 | ﹤0.01% | 384 |
|
|
2024
Q1 | $3K | Buy |
39
+7
| +22% | +$538 | ﹤0.01% | 380 |
|
|
2023
Q4 | $2K | Buy |
32
+17
| +113% | +$1.06K | ﹤0.01% | 386 |
|
|
2023
Q3 | $1K | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 493 |
|
|
2023
Q2 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 496 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 583 |
|