Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,313
| Closed | -$396K | – | 880 |
|
|
2022
Q2 | $396K | Buy |
6,313
+424
| +7% | +$26.6K | 0.03% | 606 |
|
|
2022
Q1 | $434K | Hold |
5,889
| – | – | 0.02% | 613 |
|
|
2021
Q4 | $468K | Buy |
5,889
+129
| +2% | +$10.3K | 0.02% | 598 |
|
|
2021
Q3 | $451K | Buy |
5,760
+2,050
| +55% | +$161K | 0.03% | 574 |
|
|
2021
Q2 | $293K | Buy |
+3,710
| New | +$293K | 0.02% | 689 |
|