Darden Wealth Group’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 | $378K | Hold |
4,233
| – | – | 0.23% | 89 |
|
|
2025
Q1 | $346K | Hold |
4,233
| – | – | 0.27% | 72 |
|
|
2024
Q4 | $322K | Hold |
4,233
| – | – | 0.22% | 79 |
|
|
2024
Q3 | $356K | Hold |
4,233
| – | – | 0.26% | 75 |
|
|
2024
Q2 | $333K | Hold |
4,233
| – | – | 0.2% | 73 |
|
|
2024
Q1 | $338K | Sell |
4,233
-15
| -0.4% | -$1.2K | 0.27% | 75 |
|
|
2023
Q4 | $321K | Buy |
+4,248
| New | +$321K | 0.31% | 71 |
|