Kingswood Wealth Advisors’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 | $791K | Buy |
8,870
+62
| +0.7% | +$5.53K | 0.06% | 304 |
|
|
2025
Q1 | $720K | Sell |
8,808
-107
| -1% | -$8.74K | 0.07% | 317 |
|
|
2024
Q4 | $679K | Buy |
8,915
+401
| +5% | +$30.5K | 0.05% | 357 |
|
|
2024
Q3 | $717K | Buy |
8,514
+328
| +4% | +$27.6K | 0.05% | 365 |
|
|
2024
Q2 | $645K | Buy |
8,186
+622
| +8% | +$49K | 0.06% | 318 |
|
|
2024
Q1 | $605K | Buy |
+7,564
| New | +$605K | 0.07% | 299 |
|