GTAM
Global Trust Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,985
| Closed | -$537K | – | 354 |
|
|
2020
Q1 | $537K | Sell |
9,985
-2,610
| -21% | -$140K | 0.42% | 64 |
|
|
2019
Q4 | $866K | Sell |
12,595
-585
| -4% | -$40.2K | 0.52% | 52 |
|
|
2019
Q3 | $845K | Sell |
13,180
-95
| -0.7% | -$6.09K | 0.56% | 55 |
|
|
2019
Q2 | $854K | Sell |
13,275
-1,165
| -8% | -$74.9K | 0.57% | 52 |
|
|
2019
Q1 | $912K | Sell |
14,440
-825
| -5% | -$52.1K | 0.68% | 40 |
|
|
2018
Q4 | $875K | Buy |
+15,265
| New | +$875K | 0.78% | 37 |
|