JF
JSF Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
2,504
-3,217
| -56% | -$287K | 0.05% | 119 |
|
|
2025
Q1 | $467K | Buy |
5,721
+831
| +17% | +$67.9K | 0.12% | 81 |
|
|
2024
Q4 | $372K | Sell |
4,890
-271
| -5% | -$20.6K | 0.1% | 94 |
|
|
2024
Q3 | $434K | Hold |
5,161
| – | – | 0.13% | 80 |
|
|
2024
Q2 | $407K | Buy |
5,161
+663
| +15% | +$52.2K | 0.12% | 79 |
|
|
2024
Q1 | $359K | Sell |
4,498
-395
| -8% | -$31.6K | 0.11% | 84 |
|
|
2023
Q4 | $370K | Buy |
4,893
+565
| +13% | +$42.7K | 0.13% | 77 |
|
|
2023
Q3 | $299K | Buy |
4,328
+1,199
| +38% | +$82.9K | 0.12% | 82 |
|
|
2023
Q2 | $228K | Buy |
+3,129
| New | +$228K | 0.08% | 95 |
|
|
2022
Q2 | – | Sell |
-3,256
| Closed | -$240K | – | 107 |
|
|
2022
Q1 | $240K | Buy |
+3,256
| New | +$240K | 0.1% | 96 |
|