Milestone Investment Advisors’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 | $482K | Buy |
5,399
+1
| +0% | +$89 | 0.13% | 62 |
|
|
2025
Q1 | $441K | Buy |
5,398
+508
| +10% | +$41.5K | 0.12% | 62 |
|
|
2024
Q4 | $372K | Buy |
4,890
+1
| +0% | +$76 | 0.1% | 65 |
|
|
2024
Q3 | $412K | Hold |
4,889
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $385K | Buy |
4,889
+1
| +0% | +$79 | 0.1% | 63 |
|
|
2024
Q1 | $391K | Sell |
4,888
-1,800
| -27% | -$144K | 0.11% | 60 |
|
|
2023
Q4 | $505K | Buy |
6,688
+500
| +8% | +$37.8K | 0.15% | 54 |
|
|
2023
Q3 | $428K | Buy |
6,188
+85
| +1% | +$5.88K | 0.12% | 69 |
|
|
2023
Q2 | $445K | Buy |
6,103
+1,613
| +36% | +$118K | 0.14% | 53 |
|
|
2023
Q1 | $323K | Buy |
4,490
+122
| +3% | +$8.76K | 0.1% | 76 |
|
|
2022
Q4 | $287K | Buy |
+4,368
| New | +$287K | 0.1% | 53 |
|