Chicago Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,374
| Closed | -$348K | – | 47 |
|
|
2021
Q4 | $348K | Sell |
4,374
-125
| -3% | -$9.95K | 0.23% | 36 |
|
|
2021
Q3 | $353K | Hold |
4,499
| – | – | 0.26% | 34 |
|
|
2021
Q2 | $356K | Hold |
4,499
| – | – | 0.26% | 33 |
|
|
2021
Q1 | $341K | Hold |
4,499
| – | – | 0.27% | 31 |
|
|
2020
Q4 | $329K | Hold |
4,499
| – | – | 0.3% | 24 |
|
|
2020
Q3 | $286K | Sell |
4,499
-1
| -0% | -$64 | 0.32% | 24 |
|
|
2020
Q2 | $273K | Buy |
+4,500
| New | +$273K | 0.33% | 23 |
|