Gould Capital’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 | $157K | Hold |
1,757
| – | – | 0.1% | 54 |
|
|
2025
Q1 | $144K | Buy |
1,757
+143
| +9% | +$11.7K | 0.1% | 52 |
|
|
2024
Q4 | $123K | Hold |
1,614
| – | – | 0.09% | 58 |
|
|
2024
Q3 | $136K | Hold |
1,614
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $127K | Buy |
1,614
+41
| +3% | +$3.23K | 0.09% | 57 |
|
|
2024
Q1 | $126K | Buy |
1,573
+318
| +25% | +$25.4K | 0.09% | 55 |
|
|
2023
Q4 | $94.8K | Buy |
1,255
+36
| +3% | +$2.72K | 0.07% | 65 |
|
|
2023
Q3 | $83K | Hold |
1,219
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $88.9K | Hold |
1,219
| – | – | 0.07% | 62 |
|
|
2023
Q1 | $87.6K | Buy |
1,219
+22
| +2% | +$1.58K | 0.07% | 63 |
|
|
2022
Q4 | $78.7K | Buy |
1,197
+52
| +5% | +$3.42K | 0.06% | 65 |
|
|
2022
Q3 | $64K | Hold |
1,145
| – | – | 0.06% | 65 |
|
|
2022
Q2 | $72K | Buy |
1,145
+78
| +7% | +$4.91K | 0.06% | 67 |
|
|
2022
Q1 | $79K | Buy |
1,067
+45
| +4% | +$3.33K | 0.06% | 66 |
|
|
2021
Q4 | $81K | Buy |
+1,022
| New | +$81K | 0.06% | 69 |
|