ORG Partners’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
2024
Q1
Hold
0
-$16 705
2023
Q4
Sell
-185
Closed -$12.8K 1108
2023
Q3
$12.8K Sell
185
-174
-48% -$12K ﹤0.01% 786
2023
Q2
$26.2K Buy
+359
New +$26.2K ﹤0.01% 816