Foster Dykema Cabot & Partners’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 | $246K | Hold |
2,756
| – | – | 0.02% | 114 |
|
|
2025
Q1 | $225K | Sell |
2,756
-9,261
| -77% | -$757K | 0.02% | 111 |
|
|
2024
Q4 | $915K | Buy |
12,017
+7,900
| +192% | +$602K | 0.07% | 53 |
|
|
2024
Q3 | $347K | Buy |
4,117
+1,694
| +70% | +$143K | 0.03% | 92 |
|
|
2024
Q2 | $191K | Sell |
2,423
-4,521
| -65% | -$356K | 0.02% | 102 |
|
|
2024
Q1 | $555K | Buy |
+6,944
| New | +$555K | 0.05% | 62 |
|