MGO One Seven’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 | $685K | Buy |
7,679
+3,613
| +89% | +$322K | 0.02% | 603 |
|
|
2025
Q1 | $332K | Sell |
4,066
-93
| -2% | -$7.6K | 0.01% | 768 |
|
|
2024
Q4 | $317K | Sell |
4,159
-304
| -7% | -$23.1K | 0.01% | 813 |
|
|
2024
Q3 | $376K | Buy |
4,463
+770
| +21% | +$64.8K | 0.02% | 680 |
|
|
2024
Q2 | $291K | Buy |
3,693
+410
| +12% | +$32.3K | 0.01% | 778 |
|
|
2024
Q1 | $262K | Hold |
3,283
| – | – | 0.01% | 765 |
|
|
2023
Q4 | $248K | Buy |
+3,283
| New | +$248K | 0.01% | 761 |
|
|
2023
Q2 | – | Sell |
-9,077
| Closed | -$652K | – | 829 |
|
|
2023
Q1 | $652K | Buy |
+9,077
| New | +$652K | 0.04% | 403 |
|