LifePlan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $90K | Hold |
1,410
| – | – | 0.04% | 196 |
|
|
2020
Q2 | $85K | Hold |
1,410
| – | – | 0.04% | 196 |
|
|
2020
Q1 | $75K | Hold |
1,410
| – | – | 0.04% | 191 |
|
|
2019
Q4 | $97K | Hold |
1,410
| – | – | 0.04% | 189 |
|
|
2019
Q3 | $90K | Hold |
1,410
| – | – | 0.04% | 192 |
|
|
2019
Q2 | $91K | Hold |
1,410
| – | – | 0.04% | 192 |
|
|
2019
Q1 | $89K | Buy |
1,410
+875
| +164% | +$55.2K | 0.05% | 191 |
|
|
2018
Q4 | $31K | Buy |
+535
| New | +$31K | 0.02% | 284 |
|