ERn Financial LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $955K | Buy |
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|
2025
Q2 | $884K | Sell |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $803K | Buy |
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|
2024
Q2 | $668K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $239K | Buy |
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