Cornerstone Planning Group’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 | $176K | Buy |
2,000
+37
| +2% | +$3.26K | 0.04% | 96 |
|
|
2025
Q1 | $162K | Hold |
1,963
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $156K | Buy |
1,963
+26
| +1% | +$2.07K | 0.04% | 87 |
|
|
2024
Q3 | $156K | Hold |
1,937
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $146K | Buy |
1,937
+35
| +2% | +$2.65K | 0.04% | 102 |
|
|
2024
Q1 | $150K | Buy |
1,902
+1
| +0.1% | +$79 | 0.05% | 87 |
|
|
2023
Q4 | $144K | Sell |
1,901
-4
| -0.2% | -$302 | 0.05% | 97 |
|
|
2023
Q3 | $132K | Sell |
1,905
-28
| -1% | -$1.94K | 0.05% | 96 |
|
|
2023
Q2 | $141K | Buy |
+1,933
| New | +$141K | 0.06% | 107 |
|
|
2022
Q4 | $65.5K | Buy |
+928
| New | +$65.5K | 0.03% | 222 |
|