Integrated Investment Consultants’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 | $349K | Hold |
3,913
| – | – | 0.07% | 204 |
|
|
2025
Q1 | $320K | Sell |
3,913
-104
| -3% | -$8.5K | 0.06% | 235 |
|
|
2024
Q4 | $306K | Hold |
4,017
| – | – | 0.06% | 229 |
|
|
2024
Q3 | $338K | Buy |
4,017
+135
| +3% | +$11.4K | 0.07% | 210 |
|
|
2024
Q2 | $310K | Hold |
3,882
| – | – | 0.09% | 193 |
|
|
2024
Q1 | $310K | Buy |
3,882
+1,146
| +42% | +$91.6K | 0.09% | 193 |
|
|
2023
Q4 | $207K | Buy |
+2,736
| New | +$207K | 0.07% | 224 |
|
|
2023
Q3 | – | Sell |
-4,772
| Closed | -$348K | – | 239 |
|
|
2023
Q2 | $348K | Buy |
+4,772
| New | +$348K | 0.11% | 166 |
|