Forte Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Hold |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $212K | Buy |
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