Larson Financial Group’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 | $208K | Buy |
2,334
+1,682
| +258% | +$150K | 0.01% | 652 |
|
|
2025
Q1 | $53.2K | Buy |
652
+25
| +4% | +$2.04K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $47.7K | Buy |
627
+28
| +5% | +$2.13K | ﹤0.01% | 914 |
|
|
2024
Q3 | $50.4K | Sell |
599
-10
| -2% | -$842 | ﹤0.01% | 902 |
|
|
2024
Q2 | $48K | Buy |
609
+92
| +18% | +$7.25K | ﹤0.01% | 820 |
|
|
2024
Q1 | $41.3K | Buy |
517
+33
| +7% | +$2.64K | ﹤0.01% | 737 |
|
|
2023
Q4 | $36.6K | Buy |
484
+4
| +0.8% | +$302 | ﹤0.01% | 710 |
|
|
2023
Q3 | $33.2K | Buy |
480
+15
| +3% | +$1.04K | ﹤0.01% | 710 |
|
|
2023
Q2 | $33.9K | Buy |
465
+226
| +95% | +$16.5K | ﹤0.01% | 627 |
|
|
2023
Q1 | $17.2K | Buy |
239
+108
| +82% | +$7.77K | ﹤0.01% | 784 |
|
|
2022
Q4 | $8.62K | Buy |
131
+90
| +220% | +$5.93K | ﹤0.01% | 905 |
|
|
2022
Q3 | $2K | Sell |
41
-549
| -93% | -$26.8K | ﹤0.01% | 1109 |
|
|
2022
Q2 | $37K | Buy |
+590
| New | +$37K | 0.01% | 430 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$3K | – | 778 |
|
|
2020
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 562 |
|