Francis Financial’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
26,222
-28,433
| -52% | -$2.35M | 0.5% | 36 |
|
|
2025
Q1 | $4.47M | Hold |
54,655
| – | – | 1.08% | 17 |
|
|
2024
Q4 | $4.39M | Sell |
54,655
-1,535
| -3% | -$123K | 1.11% | 18 |
|
|
2024
Q3 | $4.78M | Hold |
56,190
| – | – | 1.26% | 16 |
|
|
2024
Q2 | $4.53M | Buy |
56,190
+7,856
| +16% | +$634K | 1.37% | 16 |
|
|
2024
Q1 | $3.96M | Buy |
+48,334
| New | +$3.96M | 1.28% | 15 |
|