MV Capital Management’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
Q1 | – | Sell |
-182
| Closed | -$14K | – | 695 |
|
2021
Q4 | $14K | Hold |
182
| – | – | ﹤0.01% | 375 |
|
2021
Q3 | $14K | Hold |
182
| – | – | ﹤0.01% | 368 |
|
2021
Q2 | $14K | Hold |
182
| – | – | ﹤0.01% | 318 |
|
2021
Q1 | $14K | Hold |
182
| – | – | ﹤0.01% | 231 |
|
2020
Q4 | $13K | Hold |
182
| – | – | ﹤0.01% | 226 |
|
2020
Q3 | $12K | Buy |
+182
| New | +$12K | ﹤0.01% | 213 |
|