Keener Financial Planning’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 | $180K | Buy |
2,018
+82
| +4% | +$7.31K | 0.09% | 54 |
|
|
2025
Q1 | $158K | Sell |
1,936
-33
| -2% | -$2.69K | 0.1% | 48 |
|
|
2024
Q4 | $149K | Buy |
1,969
+1,209
| +159% | +$91.5K | 0.09% | 58 |
|
|
2024
Q3 | $63K | Sell |
760
-1,338
| -64% | -$111K | 0.04% | 75 |
|
|
2024
Q2 | $165K | Hold |
2,098
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $168K | Hold |
2,098
| – | – | 0.12% | 50 |
|
|
2023
Q4 | $158K | Buy |
+2,098
| New | +$158K | 0.12% | 51 |
|