Karp Capital Management’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
2022
Q4
Sell
-4,329
Closed -$243K 23
2022
Q3
$243K Sell
4,329
-4,714
-52% -$265K 0.05% 114
2022
Q2
$568K Hold
9,043
0.1% 103
2022
Q1
$667K Buy
+9,043
New +$667K 0.1% 92