Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,158
| Closed | -$88.1K | – | 791 |
|
|
2024
Q4 | $88.1K | Buy |
1,158
+624
| +117% | +$47.5K | 0.01% | 446 |
|
|
2024
Q3 | $45.1K | Sell |
534
-329
| -38% | -$27.8K | 0.01% | 583 |
|
|
2024
Q2 | $68K | Buy |
+863
| New | +$68K | 0.01% | 429 |
|
|
2023
Q4 | $42.3K | Buy |
560
+81
| +17% | +$6.12K | 0.01% | 532 |
|
|
2023
Q3 | $31.5K | Sell |
479
-761
| -61% | -$50K | 0.01% | 423 |
|
|
2023
Q2 | $89.3K | Buy |
+1,240
| New | +$89.3K | 0.03% | 280 |
|
|
2023
Q1 | – | Sell |
-479
| Closed | -$31.5K | – | 468 |
|
|
2022
Q4 | $31.5K | Buy |
+479
| New | +$31.5K | 0.01% | 426 |
|