Equita Financial Network’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 | $598K | Sell |
6,702
-696
| -9% | -$62.1K | 0.24% | 49 |
|
|
2025
Q1 | $604K | Sell |
7,398
-661
| -8% | -$54K | 0.21% | 55 |
|
|
2024
Q4 | $614K | Sell |
8,059
-11
| -0.1% | -$838 | 0.22% | 51 |
|
|
2024
Q3 | $679K | Sell |
8,070
-1,732
| -18% | -$146K | 0.25% | 50 |
|
|
2024
Q2 | $772K | Sell |
9,802
-1,641
| -14% | -$129K | 0.32% | 44 |
|
|
2024
Q1 | $914K | Sell |
11,443
-1,390
| -11% | -$111K | 0.41% | 41 |
|
|
2023
Q4 | $969K | Hold |
12,833
| – | – | 0.52% | 38 |
|
|
2023
Q3 | $887K | Buy |
+12,833
| New | +$887K | 0.55% | 34 |
|