CWS Financial 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 | $238K | Buy |
2,666
+46
| +2% | +$4.11K | 0.07% | 121 |
|
|
2025
Q1 | $214K | Buy |
+2,620
| New | +$214K | 0.07% | 124 |
|
|
2024
Q4 | – | Sell |
-2,383
| Closed | -$201K | – | 127 |
|
|
2024
Q3 | $201K | Buy |
+2,383
| New | +$201K | 0.07% | 118 |
|
|
2022
Q3 | – | Sell |
-2,276
| Closed | -$143K | – | 151 |
|
|
2022
Q2 | $143K | Buy |
+2,276
| New | +$143K | 0.07% | 149 |
|