Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-220
| Closed | -$16K | – | 557 |
|
|
2023
Q2 | $16K | Hold |
220
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $15.8K | Hold |
220
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $14.5K | Hold |
220
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $12K | Hold |
220
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $14K | Hold |
220
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $16K | Hold |
220
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $17K | Buy |
+220
| New | +$17K | 0.01% | 319 |
|