FFG
Frisch Financial Group’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 | $585K | Sell |
6,557
-2
| -0% | -$178 | 0.14% | 79 |
|
|
2025
Q1 | $536K | Sell |
6,559
-60
| -0.9% | -$4.9K | 0.15% | 72 |
|
|
2024
Q4 | $504K | Sell |
6,619
-1,172
| -15% | -$89.2K | 0.15% | 71 |
|
|
2024
Q3 | $656K | Sell |
7,791
-548
| -7% | -$46.1K | 0.2% | 55 |
|
|
2024
Q2 | $657K | Sell |
8,339
-632
| -7% | -$49.8K | 0.2% | 55 |
|
|
2024
Q1 | $717K | Hold |
8,971
| – | – | 0.24% | 47 |
|
|
2023
Q4 | $678K | Sell |
8,971
-37
| -0.4% | -$2.8K | 0.26% | 50 |
|
|
2023
Q3 | $623K | Sell |
9,008
-8,050
| -47% | -$557K | 0.25% | 52 |
|
|
2023
Q2 | $1.24M | Sell |
17,058
-9,332
| -35% | -$681K | 0.6% | 34 |
|
|
2023
Q1 | $1.9M | Sell |
26,390
-4,456
| -14% | -$320K | 0.74% | 33 |
|
|
2022
Q4 | $2.03M | Buy |
30,846
+1,950
| +7% | +$128K | 0.76% | 36 |
|
|
2022
Q3 | $1.62M | Sell |
28,896
-742
| -3% | -$41.7K | 0.69% | 34 |
|
|
2022
Q2 | $1.86M | Sell |
29,638
-181
| -0.6% | -$11.4K | 0.72% | 33 |
|
|
2022
Q1 | $2.2M | Buy |
29,819
+1,253
| +4% | +$92.4K | 0.71% | 37 |
|
|
2021
Q4 | $2.27M | Buy |
28,566
+2,331
| +9% | +$185K | 0.71% | 36 |
|
|
2021
Q3 | $2.06M | Buy |
26,235
+440
| +2% | +$34.5K | 0.69% | 34 |
|
|
2021
Q2 | $2.04M | Buy |
25,795
+251
| +1% | +$19.8K | 0.64% | 36 |
|
|
2021
Q1 | $1.94M | Buy |
25,544
+492
| +2% | +$37.3K | 0.65% | 34 |
|
|
2020
Q4 | $1.83M | Buy |
25,052
+2,068
| +9% | +$151K | 0.67% | 27 |
|
|
2020
Q3 | $1.46M | Hold |
22,984
| – | – | 0.64% | 27 |
|
|
2020
Q2 | $1.39M | Buy |
22,984
+212
| +0.9% | +$12.8K | 0.66% | 24 |
|
|
2020
Q1 | $1.21M | Buy |
+22,772
| New | +$1.21M | 0.71% | 27 |
|