CVA Family Office’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 | $19.5K | Hold |
219
| – | – | ﹤0.01% | 693 |
|
|
2025
Q1 | $17.9K | Hold |
219
| – | – | ﹤0.01% | 699 |
|
|
2024
Q4 | $16.7K | Hold |
219
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $18.4K | Hold |
219
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $17.3K | Hold |
219
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $17.5K | Hold |
219
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $16.5K | Buy |
+219
| New | +$16.5K | ﹤0.01% | 656 |
|
|
2023
Q3 | – | Sell |
-219
| Closed | -$16K | – | 458 |
|
|
2023
Q2 | $16K | Hold |
219
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $15.7K | Hold |
219
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $14.4K | Buy |
+219
| New | +$14.4K | ﹤0.01% | 614 |
|