Clearview Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36
| Closed | -$2.63K | – | 270 |
|
|
2023
Q2 | $2.63K | Sell |
36
-107
| -75% | -$7.8K | ﹤0.01% | 499 |
|
|
2023
Q1 | $10.3K | Buy |
143
+11
| +8% | +$793 | 0.01% | 363 |
|
|
2022
Q4 | $8.71K | Sell |
132
-186
| -58% | -$12.3K | 0.01% | 347 |
|
|
2022
Q3 | $18K | Buy |
318
+70
| +28% | +$3.96K | 0.01% | 265 |
|
|
2022
Q2 | $16K | Buy |
248
+35
| +16% | +$2.26K | 0.01% | 299 |
|
|
2022
Q1 | $16K | Buy |
213
+156
| +274% | +$11.7K | 0.01% | 321 |
|
|
2021
Q4 | $5K | Buy |
57
+32
| +128% | +$2.81K | ﹤0.01% | 485 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $2K | Sell |
25
-42
| -63% | -$3.36K | ﹤0.01% | 573 |
|
|
2021
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 442 |
|