Crewe Advisors’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 | $19.3K | Buy |
216
+6
| +3% | +$535 | ﹤0.01% | 375 |
|
|
2025
Q1 | $17.2K | Hold |
210
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $16K | Buy |
210
+19
| +10% | +$1.45K | ﹤0.01% | 378 |
|
|
2024
Q3 | $16.1K | Hold |
191
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $15K | Hold |
191
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $15.3K | Sell |
191
-3
| -2% | -$240 | ﹤0.01% | 543 |
|
|
2023
Q4 | $14.7K | Buy |
194
+4
| +2% | +$302 | ﹤0.01% | 179 |
|
|
2023
Q3 | $13.1K | Hold |
190
| – | – | ﹤0.01% | 224 |
|
|
2023
Q2 | $13.9K | Hold |
190
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $13.7K | Hold |
190
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $12.5K | Hold |
190
| – | – | ﹤0.01% | 513 |
|
|
2022
Q3 | $11K | Buy |
+190
| New | +$11K | ﹤0.01% | 628 |
|