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Hoxton Planning & Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hoxton Planning & Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,287
Closed -$380K – 151
2023
Q1 		$380K Buy
5,287
+1,085
+26% +$77.9K 0.21% 99
2022
Q4 		$276K Buy
+4,202
New +$276K 0.15% 128