FI
Financial Insights’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
3,921
-633
| -14% | -$56.5K | 0.13% | 84 |
|
|
2025
Q1 | $372K | Sell |
4,554
-2,863
| -39% | -$234K | 0.15% | 72 |
|
|
2024
Q4 | $565K | Sell |
7,417
-250
| -3% | -$19K | 0.21% | 60 |
|
|
2024
Q3 | $645K | Sell |
7,667
-5,565
| -42% | -$468K | 0.2% | 72 |
|
|
2024
Q2 | $1.04M | Sell |
13,232
-349
| -3% | -$27.5K | 0.29% | 60 |
|
|
2024
Q1 | $1.09M | Sell |
13,581
-610
| -4% | -$48.7K | 0.3% | 64 |
|
|
2023
Q4 | $1.07M | Sell |
14,191
-261
| -2% | -$19.7K | 0.34% | 58 |
|
|
2023
Q3 | $967K | Sell |
14,452
-119
| -0.8% | -$7.97K | 0.35% | 56 |
|
|
2023
Q2 | $1.06M | Sell |
14,571
-1,842
| -11% | -$134K | 0.39% | 49 |
|
|
2023
Q1 | $1.18M | Sell |
16,413
-5,608
| -25% | -$403K | 0.48% | 41 |
|
|
2022
Q4 | $1.45M | Sell |
22,021
-1,089
| -5% | -$71.6K | 0.69% | 37 |
|
|
2022
Q3 | $1.3M | Hold |
23,110
| – | – | 0.87% | 31 |
|
|
2022
Q2 | $1.45M | Sell |
23,110
-7,512
| -25% | -$471K | 1.47% | 18 |
|
|
2022
Q1 | $2.26M | Sell |
30,622
-98
| -0.3% | -$7.23K | 2.07% | 12 |
|
|
2021
Q4 | $2.44M | Buy |
30,720
+875
| +3% | +$69.5K | 2.11% | 11 |
|
|
2021
Q3 | $2.34M | Buy |
29,845
+3,540
| +13% | +$277K | 2.15% | 11 |
|
|
2021
Q2 | $20.8M | Buy |
26,305
+43
| +0.2% | +$34K | 1.72% | 14 |
|
|
2021
Q1 | $1.99M | Buy |
26,262
+1,636
| +7% | +$124K | 1.47% | 17 |
|
|
2020
Q4 | $1.8M | Buy |
24,626
+2,368
| +11% | +$173K | 1.39% | 16 |
|
|
2020
Q3 | $1.41M | Buy |
22,258
+6,879
| +45% | +$437K | 1.2% | 18 |
|
|
2020
Q2 | $1.35K | Sell |
15,379
-5,876
| -28% | -$516 | 1.2% | 17 |
|
|
2020
Q1 | $1.13M | Buy |
21,255
+245
| +1% | +$13K | 1.19% | 16 |
|
|
2019
Q4 | $1.44M | Buy |
21,010
+5,229
| +33% | +$359K | 1.27% | 17 |
|
|
2019
Q3 | $1.01M | Buy |
15,781
+3,048
| +24% | +$195K | 0.97% | 23 |
|
|
2019
Q2 | $780K | Buy |
12,733
+6,468
| +103% | +$396K | 0.79% | 24 |
|
|
2019
Q1 | $408K | Buy |
6,265
+1,093
| +21% | +$71.2K | 0.43% | 32 |
|
|
2018
Q4 | $316K | Buy |
+5,172
| New | +$316K | 0.35% | 36 |
|