CJFS
Coulter & Justus Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,089
| Closed | -$309K | – | 102 |
|
|
2023
Q4 | $309K | Hold |
4,089
| – | – | 0.21% | 30 |
|
|
2023
Q3 | $283K | Hold |
4,089
| – | – | 0.21% | 32 |
|
|
2023
Q2 | $298K | Hold |
4,089
| – | – | 0.2% | 33 |
|
|
2023
Q1 | $294K | Hold |
4,089
| – | – | 0.19% | 36 |
|
|
2022
Q4 | $269K | Buy |
+4,089
| New | +$269K | 0.18% | 43 |
|