Morton Brown Family Wealth’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 | $589K | Hold |
6,607
| – | – | 0.18% | 33 |
|
|
2025
Q1 | $540K | Buy |
6,607
+13
| +0.2% | +$1.06K | 0.18% | 30 |
|
|
2024
Q4 | $502K | Sell |
6,594
-414
| -6% | -$31.5K | 0.18% | 34 |
|
|
2024
Q3 | $590K | Hold |
7,008
| – | – | 0.21% | 33 |
|
|
2024
Q2 | $562K | Hold |
7,008
| – | – | 0.22% | 33 |
|
|
2024
Q1 | $560K | Buy |
7,008
+120
| +2% | +$9.59K | 0.23% | 32 |
|
|
2023
Q4 | $520K | Sell |
6,888
-287
| -4% | -$21.7K | 0.23% | 33 |
|
|
2023
Q3 | $496K | Hold |
7,175
| – | – | 0.25% | 33 |
|
|
2023
Q2 | $523K | Buy |
7,175
+6
| +0.1% | +$438 | 0.28% | 31 |
|
|
2023
Q1 | $515K | Buy |
7,169
+3,933
| +122% | +$283K | 0.31% | 33 |
|
|
2022
Q4 | $213K | Sell |
3,236
-1,253
| -28% | -$82.4K | 0.15% | 43 |
|
|
2022
Q3 | $252K | Buy |
4,489
+7
| +0.2% | +$393 | 0.2% | 35 |
|
|
2022
Q2 | $281K | Buy |
4,482
+94
| +2% | +$5.89K | 0.22% | 33 |
|
|
2022
Q1 | $324K | Hold |
4,388
| – | – | 0.24% | 33 |
|
|
2021
Q4 | $349K | Buy |
+4,388
| New | +$349K | 0.27% | 31 |
|