Fingerlakes Wealth 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
Q2 | $385K | Buy |
4,311
+106
| +3% | +$9.46K | 0.29% | 65 |
|
|
2025
Q1 | $343K | Sell |
4,205
-53
| -1% | -$4.33K | 0.29% | 68 |
|
|
2024
Q4 | $324K | Buy |
4,258
+202
| +5% | +$15.4K | 0.26% | 70 |
|
|
2024
Q3 | $341K | Buy |
4,056
+86
| +2% | +$7.24K | 0.28% | 70 |
|
|
2024
Q2 | $313K | Sell |
3,970
-104
| -3% | -$8.19K | 0.28% | 67 |
|
|
2024
Q1 | $326K | Buy |
4,074
+142
| +4% | +$11.3K | 0.31% | 67 |
|
|
2023
Q4 | $297K | Sell |
3,932
-198
| -5% | -$15K | 0.32% | 69 |
|
|
2023
Q3 | $286K | Sell |
4,130
-13
| -0.3% | -$899 | 0.35% | 70 |
|
|
2023
Q2 | $302K | Sell |
4,143
-21
| -0.5% | -$1.53K | 0.35% | 71 |
|
|
2023
Q1 | $299K | Sell |
4,164
-164
| -4% | -$11.8K | 0.37% | 73 |
|
|
2022
Q4 | $285K | Buy |
4,328
+156
| +4% | +$10.3K | 0.39% | 71 |
|
|
2022
Q3 | $234K | Buy |
4,172
+349
| +9% | +$19.6K | 0.34% | 76 |
|
|
2022
Q2 | $240K | Buy |
3,823
+633
| +20% | +$39.7K | 0.33% | 80 |
|
|
2022
Q1 | $235K | Buy |
+3,190
| New | +$235K | 0.27% | 89 |
|