Lake Street Private Wealth’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 | $255K | Buy |
2,858
+108
| +4% | +$9.64K | 0.04% | 226 |
|
|
2025
Q1 | $225K | Hold |
2,750
| – | – | 0.04% | 226 |
|
|
2024
Q4 | $209K | Buy |
2,750
+61
| +2% | +$4.64K | 0.03% | 234 |
|
|
2024
Q3 | $226K | Hold |
2,689
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $212K | Buy |
2,689
+49
| +2% | +$3.86K | 0.03% | 303 |
|
|
2024
Q1 | $211K | Buy |
+2,640
| New | +$211K | 0.03% | 297 |
|