Investors Research Corp’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 | $101K | Hold |
1,137
| – | – | 0.02% | 377 |
|
|
2025
Q1 | $92.9K | Hold |
1,137
| – | – | 0.02% | 387 |
|
|
2024
Q4 | $86.6K | Hold |
1,137
| – | – | 0.02% | 407 |
|
|
2024
Q3 | $95.7K | Hold |
1,137
| – | – | 0.02% | 389 |
|
|
2024
Q2 | $89.6K | Buy |
1,137
+365
| +47% | +$28.8K | 0.02% | 408 |
|
|
2024
Q1 | $61.7K | Hold |
772
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $58.3K | Buy |
772
+124
| +19% | +$9.37K | 0.01% | 497 |
|
|
2023
Q3 | $44.8K | Buy |
648
+86
| +15% | +$5.95K | 0.01% | 530 |
|
|
2023
Q2 | $41K | Hold |
562
| – | – | 0.01% | 539 |
|
|
2023
Q1 | $40.4K | Sell |
562
-57
| -9% | -$4.1K | 0.01% | 554 |
|
|
2022
Q4 | $40.7K | Hold |
619
| – | – | 0.01% | 542 |
|
|
2022
Q3 | $35K | Buy |
619
+143
| +30% | +$8.09K | 0.01% | 556 |
|
|
2022
Q2 | $30K | Buy |
476
+299
| +169% | +$18.8K | 0.01% | 579 |
|
|
2022
Q1 | $13K | Buy |
+177
| New | +$13K | ﹤0.01% | 720 |
|