Integrated Advisors Network’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
Q1 | – | Sell |
-3,737
| Closed | -$285K | – | 722 |
|
|
2024
Q4 | $285K | Buy |
3,737
+16
| +0.4% | +$1.22K | 0.01% | 577 |
|
|
2024
Q3 | $313K | Hold |
3,721
| – | – | 0.01% | 574 |
|
|
2024
Q2 | $293K | Sell |
3,721
-274
| -7% | -$21.6K | 0.02% | 566 |
|
|
2024
Q1 | $319K | Sell |
3,995
-2
| -0.1% | -$160 | 0.02% | 569 |
|
|
2023
Q4 | $302K | Buy |
3,997
+1
| +0% | +$76 | 0.02% | 548 |
|
|
2023
Q3 | $276K | Hold |
3,996
| – | – | 0.02% | 548 |
|
|
2023
Q2 | $291K | Buy |
3,996
+257
| +7% | +$18.7K | 0.02% | 549 |
|
|
2023
Q1 | $269K | Buy |
3,739
+71
| +2% | +$5.1K | 0.02% | 574 |
|
|
2022
Q4 | $241K | Sell |
3,668
-1,008
| -22% | -$66.3K | 0.02% | 546 |
|
|
2022
Q3 | $262K | Buy |
4,676
+1,000
| +27% | +$56K | 0.02% | 534 |
|
|
2022
Q2 | $231K | Buy |
+3,676
| New | +$231K | 0.02% | 591 |
|