D. Scott Neal’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 | $293K | Sell |
3,288
-105
| -3% | -$9.37K | 0.15% | 46 |
|
|
2025
Q1 | $277K | Hold |
3,393
| – | – | 0.15% | 46 |
|
|
2024
Q4 | $258K | Buy |
3,393
+25
| +0.7% | +$1.9K | 0.14% | 49 |
|
|
2024
Q3 | $283K | Sell |
3,368
-135
| -4% | -$11.4K | 0.15% | 50 |
|
|
2024
Q2 | $276K | Sell |
3,503
-103
| -3% | -$8.11K | 0.15% | 56 |
|
|
2024
Q1 | $288K | Hold |
3,606
| – | – | 0.19% | 55 |
|
|
2023
Q4 | $272K | Hold |
3,606
| – | – | 0.24% | 51 |
|
|
2023
Q3 | $249K | Buy |
3,606
+52
| +1% | +$3.6K | 0.21% | 55 |
|
|
2023
Q2 | $259K | Buy |
+3,554
| New | +$259K | 0.19% | 57 |
|