LFA
Legacy Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,542
| Closed | -$203K | – | 343 |
|
|
2024
Q1 | $203K | Buy |
+2,542
| New | +$203K | 0.04% | 309 |
|
|
2021
Q1 | – | Sell |
-6,426
| Closed | -$469K | – | 162 |
|
|
2020
Q4 | $469K | Buy |
6,426
+389
| +6% | +$28.4K | 0.13% | 67 |
|
|
2020
Q3 | $383K | Buy |
+6,037
| New | +$383K | 0.12% | 66 |
|
|
2020
Q1 | – | Sell |
-6,098
| Closed | -$419K | – | 79 |
|
|
2019
Q4 | $419K | Buy |
6,098
+538
| +10% | +$37K | 0.13% | 71 |
|
|
2019
Q3 | $357K | Buy |
+5,560
| New | +$357K | 0.12% | 80 |
|
|
2019
Q2 | – | Sell |
-1,281
| Closed | -$81K | – | 360 |
|
|
2019
Q1 | $81K | Buy |
1,281
+122
| +11% | +$7.71K | 0.03% | 195 |
|
|
2018
Q4 | $67K | Buy |
1,159
+18
| +2% | +$1.04K | 0.03% | 191 |
|
|
2018
Q3 | $75K | Hold |
1,141
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $75K | Buy |
1,141
+14
| +1% | +$920 | 0.03% | 200 |
|
|
2018
Q1 | $76K | Buy |
1,127
+47
| +4% | +$3.17K | 0.03% | 198 |
|
|
2017
Q4 | $73K | Buy |
+1,080
| New | +$73K | 0.03% | 205 |
|