MFA
Morling Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
4,664
-207
| -4% | -$18.5K | 0.14% | 50 |
|
|
2025
Q1 | $398K | Buy |
4,871
+486
| +11% | +$39.7K | 0.14% | 52 |
|
|
2024
Q4 | $334K | Buy |
4,385
+315
| +8% | +$24K | 0.12% | 57 |
|
|
2024
Q3 | $343K | Buy |
4,070
+58
| +1% | +$4.88K | 0.13% | 51 |
|
|
2024
Q2 | $316K | Buy |
4,012
+66
| +2% | +$5.2K | 0.14% | 45 |
|
|
2024
Q1 | $315K | Buy |
3,946
+106
| +3% | +$8.47K | 0.18% | 50 |
|
|
2023
Q4 | $290K | Sell |
3,840
-32
| -0.8% | -$2.42K | 0.23% | 44 |
|
|
2023
Q3 | $268K | Buy |
3,872
+367
| +10% | +$25.4K | 0.27% | 43 |
|
|
2023
Q2 | $256K | Buy |
3,505
+581
| +20% | +$42.4K | 0.25% | 45 |
|
|
2023
Q1 | $210K | Sell |
2,924
-59
| -2% | -$4.24K | 0.23% | 52 |
|
|
2022
Q4 | $196K | Sell |
2,983
-186
| -6% | -$12.2K | 0.25% | 50 |
|
|
2022
Q3 | $178K | Buy |
3,169
+241
| +8% | +$13.5K | 0.24% | 46 |
|
|
2022
Q2 | $184K | Sell |
2,928
-1,603
| -35% | -$101K | 0.24% | 49 |
|
|
2022
Q1 | $334K | Buy |
4,531
+867
| +24% | +$63.9K | 0.42% | 36 |
|
|
2021
Q4 | $291K | Buy |
+3,664
| New | +$291K | 0.28% | 34 |
|