Hobbs Group Advisors’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
Q4
Sell
-718
Closed -$60.4K 304
2024
Q3
$60.4K Hold
718
0.02% 230
2024
Q2
$56.6K Buy
+718
New +$56.6K 0.02% 223
2023
Q4
$27.5K Buy
+364
New +$27.5K 0.01% 262