Financial Gravity Asset Management’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
Q1 | $64.9K | Buy |
+794
| New | +$64.9K | 0.01% | 274 |
|
|
2024
Q2 | $138K | Sell |
1,757
-1,929
| -52% | -$152K | 0.03% | 155 |
|
|
2024
Q1 | $286K | Sell |
3,686
-15,914
| -81% | -$1.24M | 0.04% | 159 |
|
|
2023
Q4 | $909K | Buy |
19,600
+1,930
| +11% | +$89.5K | 0.01% | 381 |
|
|
2023
Q3 | $763K | Buy |
17,670
+16,443
| +1,340% | +$710K | 0.01% | 398 |
|
|
2023
Q2 | $89 | Buy |
1,227
+14
| +1% | +$1 | ﹤0.01% | 1318 |
|
|
2023
Q1 | $88 | Buy |
+1,213
| New | +$88 | ﹤0.01% | 699 |
|