Clarity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
2,723
+43
| +2% | +$3.84K | 0.15% | 36 |
|
|
2025
Q1 | $219K | Sell |
2,680
-6,499
| -71% | -$531K | 0.14% | 33 |
|
|
2024
Q4 | $699K | Sell |
9,179
-93
| -1% | -$7.08K | 0.46% | 20 |
|
|
2024
Q3 | $780K | Sell |
9,272
-65,231
| -88% | -$5.49M | 0.54% | 18 |
|
|
2024
Q2 | $5.87M | Sell |
74,503
-58,047
| -44% | -$4.57M | 4.17% | 7 |
|
|
2024
Q1 | $10.6M | Sell |
132,550
-220
| -0.2% | -$17.6K | 7.32% | 6 |
|
|
2023
Q4 | $10M | Buy |
+132,770
| New | +$10M | 7.93% | 5 |
|