Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94K | Hold |
89
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $7.27K | Hold |
89
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $6.78K | Hold |
89
| – | – | ﹤0.01% | 454 |
|
|
2024
Q3 | $7.49K | Hold |
89
| – | – | ﹤0.01% | 452 |
|
|
2024
Q2 | $7.01K | Hold |
89
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $7.11K | Hold |
89
| – | – | ﹤0.01% | 411 |
|
|
2023
Q4 | $6.72K | Hold |
89
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $6.15K | Hold |
89
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $6.49K | Buy |
+89
| New | +$6.49K | ﹤0.01% | 378 |
|