DI
DDFG Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
4,654
| – | – | 0.1% | 54 |
|
|
2025
Q1 | $380K | Sell |
4,654
-1
| -0% | -$82 | 0.11% | 53 |
|
|
2024
Q4 | $354K | Sell |
4,655
-254
| -5% | -$19.3K | 0.1% | 58 |
|
|
2024
Q3 | $413K | Sell |
4,909
-157
| -3% | -$13.2K | 0.12% | 56 |
|
|
2024
Q2 | $399K | Sell |
5,066
-352
| -6% | -$27.7K | 0.12% | 56 |
|
|
2024
Q1 | $433K | Buy |
5,418
+1,056
| +24% | +$84.4K | 0.14% | 50 |
|
|
2023
Q4 | $329K | Buy |
4,362
+111
| +3% | +$8.39K | 0.11% | 55 |
|
|
2023
Q3 | $294K | Buy |
4,251
+1,038
| +32% | +$71.8K | 0.11% | 56 |
|
|
2023
Q2 | $234K | Buy |
3,213
+5
| +0.2% | +$365 | 0.09% | 63 |
|
|
2023
Q1 | $230K | Sell |
3,208
-193
| -6% | -$13.9K | 0.09% | 61 |
|
|
2022
Q4 | $224K | Buy |
+3,401
| New | +$224K | 0.09% | 63 |
|