Farther Finance Advisors’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 | $639K | Buy |
7,165
+2,040
| +40% | +$182K | 0.01% | 788 |
|
|
2025
Q1 | $419K | Buy |
5,125
+1,020
| +25% | +$83.4K | 0.01% | 856 |
|
|
2024
Q4 | $313K | Sell |
4,105
-441
| -10% | -$33.6K | 0.01% | 791 |
|
|
2024
Q3 | $383K | Sell |
4,546
-28
| -0.6% | -$2.36K | 0.01% | 703 |
|
|
2024
Q2 | $361K | Buy |
4,574
+747
| +20% | +$58.9K | 0.02% | 598 |
|
|
2024
Q1 | $305K | Sell |
3,827
-371
| -9% | -$29.5K | 0.02% | 540 |
|
|
2023
Q4 | $317K | Buy |
4,198
+28
| +0.7% | +$2.12K | 0.02% | 433 |
|
|
2023
Q3 | $288K | Buy |
4,170
+272
| +7% | +$18.8K | 0.05% | 305 |
|
|
2023
Q2 | $284K | Buy |
3,898
+468
| +14% | +$34.1K | 0.06% | 259 |
|
|
2023
Q1 | $246K | Sell |
3,430
-2,415
| -41% | -$173K | 0.07% | 236 |
|
|
2022
Q4 | $384K | Buy |
+5,845
| New | +$384K | 0.15% | 132 |
|