Orin Green Financial’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 | $809K | Hold |
9,070
| – | – | 0.34% | 44 |
|
|
2025
Q1 | $732K | Buy |
+9,070
| New | +$732K | 0.35% | 42 |
|
|
2024
Q4 | – | Sell |
-8,793
| Closed | -$740K | – | 45 |
|
|
2024
Q3 | $740K | Hold |
8,793
| – | – | 0.32% | 45 |
|
|
2024
Q2 | $693K | Buy |
+8,793
| New | +$693K | 0.32% | 42 |
|
|
2024
Q1 | – | Sell |
-8,681
| Closed | -$656K | – | 41 |
|
|
2023
Q4 | $656K | Buy |
8,681
+3,331
| +62% | +$252K | 0.32% | 43 |
|
|
2023
Q3 | $415K | Buy |
+5,350
| New | +$415K | 0.23% | 49 |
|