Libra 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 | $549K | Buy |
6,149
+1,387
| +29% | +$124K | 0.18% | 43 |
|
|
2025
Q1 | $389K | Buy |
4,762
+1,094
| +30% | +$89.4K | 0.15% | 44 |
|
|
2024
Q4 | $279K | Hold |
3,668
| – | – | 0.11% | 47 |
|
|
2024
Q3 | $309K | Hold |
3,668
| – | – | 0.12% | 48 |
|
|
2024
Q2 | $289K | Sell |
3,668
-542
| -13% | -$42.7K | 0.13% | 47 |
|
|
2024
Q1 | $336K | Hold |
4,210
| – | – | 0.15% | 43 |
|
|
2023
Q4 | $318K | Hold |
4,210
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $291K | Hold |
4,210
| – | – | 0.16% | 40 |
|
|
2023
Q2 | $307K | Buy |
4,210
+349
| +9% | +$25.5K | 0.17% | 39 |
|
|
2023
Q1 | $277K | Buy |
3,861
+41
| +1% | +$2.95K | 0.16% | 39 |
|
|
2022
Q4 | $251K | Buy |
3,820
+169
| +5% | +$11.1K | 0.01% | 43 |
|
|
2022
Q3 | $205K | Sell |
3,651
-21,401
| -85% | -$1.2M | 0.13% | 43 |
|
|
2022
Q2 | $1.57M | Buy |
+25,052
| New | +$1.57M | 1.13% | 15 |
|