Live Oak Investment Partners’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
Q1 | – | Hold |
0
| – | -$33.7K | – | 144 |
|
2024
Q4 | – | Hold |
0
| – | -$35.2K | – | 144 |
|
2024
Q3 | – | Hold |
0
| – | -$13.1K | – | 143 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 187 |
|
2023
Q4 | – | Hold |
0
| – | -$8.71K | – | 194 |
|
2023
Q3 | – | Hold |
0
| – | -$110K | – | 198 |
|
2023
Q2 | – | Hold |
0
| – | -$108K | – | 102 |
|
2023
Q1 | – | Hold |
0
| – | -$98.9K | – | 101 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 103 |
|