MFG
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Mainsail Financial Group’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
Q3
Sell
-4,567
Closed -$360K 51
2024
Q2
$360K Buy
4,567
+818
+22% +$64.4K 0.21% 48
2024
Q1
$300K Sell
3,749
-117
-3% -$9.35K 0.21% 50
2023
Q4
$284K Buy
3,866
+2
+0.1% +$147 0.22% 49
2023
Q3
$263K Buy
+3,864
New +$263K 0.24% 49