Founders Financial Alliance’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 | $245K | Hold |
2,750
| – | – | 0.06% | 288 |
|
|
2025
Q1 | $225K | Buy |
2,750
+1,800
| +189% | +$147K | 0.05% | 311 |
|
|
2024
Q4 | $72.3K | Hold |
950
| – | – | 0.02% | 353 |
|
|
2024
Q3 | $80K | Hold |
950
| – | – | 0.02% | 353 |
|
|
2024
Q2 | $74.8K | Hold |
950
| – | – | 0.02% | 343 |
|
|
2024
Q1 | $75.9K | Buy |
+950
| New | +$75.9K | 0.02% | 349 |
|