Fulcrum 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 | $498K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $596K | Hold |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $977K | Buy |
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|
2021
Q2 | $975K | Buy |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $240K | Buy |
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