Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.05M | Sell |
14,625
-21
| -0.1% | -$1.51K | 0.65% | 25 |
|
|
2022
Q4 | $963K | Buy |
14,646
+217
| +2% | +$14.3K | 0.63% | 27 |
|
|
2022
Q3 | $838K | Buy |
14,429
+1,945
| +16% | +$113K | 0.56% | 28 |
|
|
2022
Q2 | $815K | Sell |
12,484
-2,066
| -14% | -$135K | 0.5% | 34 |
|
|
2022
Q1 | $1.07M | Buy |
14,550
+13,253
| +1,022% | +$977K | 0.61% | 29 |
|
|
2021
Q4 | $103K | Hold |
1,297
| – | – | 0.06% | 36 |
|
|
2021
Q3 | $102K | Hold |
1,297
| – | – | 0.06% | 34 |
|
|
2021
Q2 | $103K | Hold |
1,297
| – | – | 0.06% | 31 |
|
|
2021
Q1 | $103K | Buy |
+1,297
| New | +$103K | 0.06% | 29 |
|