MFC
Morris Financial Concepts’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 | $310K | Buy |
3,475
+561
| +19% | +$50.1K | 0.12% | 96 |
|
|
2025
Q1 | $238K | Buy |
2,914
+164
| +6% | +$13.4K | 0.1% | 116 |
|
|
2024
Q4 | $209K | Buy |
2,750
+85
| +3% | +$6.47K | 0.09% | 118 |
|
|
2024
Q3 | $224K | Sell |
2,665
-122
| -4% | -$10.3K | 0.1% | 112 |
|
|
2024
Q2 | $220K | Buy |
2,787
+278
| +11% | +$21.9K | 0.11% | 98 |
|
|
2024
Q1 | $200K | Buy |
2,509
+72
| +3% | +$5.75K | 0.1% | 98 |
|
|
2023
Q4 | $184K | Buy |
+2,437
| New | +$184K | 0.11% | 97 |
|