Gradient Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$79 | – | 615 |
|
|
2024
Q2 | $79 | Sell |
1
-17
| -94% | -$1.34K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $1.44K | Buy |
18
+17
| +1,700% | +$1.36K | ﹤0.01% | 867 |
|
|
2023
Q4 | $76 | Hold |
1
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q3 | $69 | Hold |
1
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q2 | $73 | Hold |
1
| – | – | ﹤0.01% | 1700 |
|
|
2023
Q1 | $72 | Hold |
1
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q4 | $66 | Hold |
1
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q3 | $0 | Sell |
1
-10
| -91% | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1121 |
|
|
2022
Q1 | – | Sell |
-185
| Closed | -$15K | – | 1221 |
|
|
2021
Q4 | $15K | Buy |
185
+85
| +85% | +$6.89K | ﹤0.01% | 709 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 806 |
|