Napatree Capital’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
Q1 | $372K | Buy |
4,549
+88
| +2% | +$7.19K | 0.21% | 133 |
|
|
2024
Q4 | $340K | Sell |
4,461
-35
| -0.8% | -$2.67K | 0.2% | 129 |
|
|
2024
Q3 | $378K | Buy |
4,496
+357
| +9% | +$30K | 0.26% | 105 |
|
|
2024
Q2 | $326K | Hold |
4,139
| – | – | 0.26% | 104 |
|
|
2024
Q1 | $320K | Buy |
4,139
+2
| +0% | +$155 | 0.31% | 93 |
|
|
2023
Q4 | $313K | Buy |
+4,137
| New | +$313K | 0.31% | 93 |
|