FFA
First Foundation Advisors’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 | $569K | Buy |
6,377
+705
| +12% | +$62.9K | 0.02% | 232 |
|
|
2025
Q1 | $463K | Sell |
5,672
-2,058
| -27% | -$168K | 0.02% | 229 |
|
|
2024
Q4 | $589K | Buy |
7,730
+1,024
| +15% | +$78K | 0.02% | 217 |
|
|
2024
Q3 | $564K | Buy |
6,706
+719
| +12% | +$60.5K | 0.02% | 221 |
|
|
2024
Q2 | $472K | Hold |
5,987
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $478K | Sell |
5,987
-815
| -12% | -$65.1K | 0.02% | 231 |
|
|
2023
Q4 | $514K | Sell |
6,802
-1,494
| -18% | -$113K | 0.02% | 225 |
|
|
2023
Q3 | $574K | Buy |
8,296
+3,047
| +58% | +$211K | 0.03% | 237 |
|
|
2023
Q2 | $383K | Buy |
5,249
+382
| +8% | +$27.9K | 0.02% | 273 |
|
|
2023
Q1 | $350K | Hold |
4,867
| – | – | 0.02% | 278 |
|
|
2022
Q4 | $320K | Buy |
4,867
+916
| +23% | +$60.2K | 0.02% | 298 |
|
|
2022
Q3 | $222K | Buy |
+3,951
| New | +$222K | 0.01% | 334 |
|