Morling Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $196K | Sell |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $291K | Buy |
|