Continuum Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
3,234
+206
| +7% | +$18.4K | 0.03% | 345 |
|
|
2025
Q1 | $247K | Buy |
3,028
+10
| +0.3% | +$817 | 0.03% | 358 |
|
|
2024
Q4 | $230K | Sell |
3,018
-179
| -6% | -$13.6K | 0.03% | 365 |
|
|
2024
Q3 | $249K | Buy |
3,197
+10
| +0.3% | +$778 | 0.03% | 353 |
|
|
2024
Q2 | $251K | Buy |
3,187
+2
| +0.1% | +$158 | 0.04% | 334 |
|
|
2024
Q1 | $256K | Buy |
+3,185
| New | +$256K | 0.04% | 335 |
|