Elwood & Goetz Wealth Advisory 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 | $1.76M | Buy |
19,773
+1,624
| +9% | +$145K | 0.38% | 28 |
|
|
2025
Q1 | $1.48M | Sell |
18,149
-1,410
| -7% | -$115K | 0.36% | 25 |
|
|
2024
Q4 | $1.49M | Buy |
19,559
+4,435
| +29% | +$338K | 0.36% | 25 |
|
|
2024
Q3 | $1.27M | Buy |
15,124
+300
| +2% | +$25.3K | 0.32% | 27 |
|
|
2024
Q2 | $1.17M | Sell |
14,824
-2,750
| -16% | -$217K | 0.33% | 26 |
|
|
2024
Q1 | $1.4M | Buy |
17,574
+978
| +6% | +$78.2K | 0.34% | 33 |
|
|
2023
Q4 | $1.25M | Sell |
16,596
-100
| -0.6% | -$7.55K | 0.26% | 34 |
|
|
2023
Q3 | $1.15M | Sell |
16,696
-5,610
| -25% | -$388K | 0.27% | 36 |
|
|
2023
Q2 | $1.63M | Buy |
22,306
+2,686
| +14% | +$196K | 0.37% | 28 |
|
|
2023
Q1 | $1.41M | Buy |
19,620
+499
| +3% | +$35.8K | 0.34% | 29 |
|
|
2022
Q4 | $1.26M | Sell |
19,121
-5,648
| -23% | -$371K | 0.38% | 30 |
|
|
2022
Q3 | $1.39M | Buy |
24,769
+4,400
| +22% | +$247K | 0.47% | 29 |
|
|
2022
Q2 | $1.28M | Sell |
20,369
-13,612
| -40% | -$854K | 0.43% | 28 |
|
|
2022
Q1 | $2.51M | Buy |
33,981
+15,168
| +81% | +$1.12M | 0.78% | 18 |
|
|
2021
Q4 | $1.5M | Sell |
18,813
-445
| -2% | -$35.4K | 0.47% | 20 |
|
|
2021
Q3 | $1.51M | Buy |
19,258
+4,183
| +28% | +$328K | 0.52% | 20 |
|
|
2021
Q2 | $1.19M | Buy |
15,075
+6,027
| +67% | +$476K | 0.45% | 19 |
|
|
2021
Q1 | $687K | Buy |
9,048
+3,791
| +72% | +$288K | 0.29% | 22 |
|
|
2020
Q4 | $384K | Buy |
+5,257
| New | +$384K | 0.18% | 32 |
|