Great Diamond Partners’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 | $558K | Sell |
6,258
-262
| -4% | -$23.4K | 0.12% | 142 |
|
|
2025
Q1 | $533K | Buy |
6,520
+142
| +2% | +$11.6K | 0.15% | 112 |
|
|
2024
Q4 | $486K | Buy |
6,378
+229
| +4% | +$17.4K | 0.13% | 115 |
|
|
2024
Q3 | $518K | Sell |
6,149
-100
| -2% | -$8.42K | 0.13% | 116 |
|
|
2024
Q2 | $492K | Sell |
6,249
-204
| -3% | -$16.1K | 0.12% | 130 |
|
|
2024
Q1 | $516K | Sell |
6,453
-5
| -0.1% | -$400 | 0.12% | 131 |
|
|
2023
Q4 | $488K | Sell |
6,458
-3
| -0% | -$227 | 0.12% | 134 |
|
|
2023
Q3 | $447K | Buy |
6,461
+179
| +3% | +$12.4K | 0.12% | 136 |
|
|
2023
Q2 | $458K | Buy |
+6,282
| New | +$458K | 0.12% | 136 |
|