Palladiem’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,379
| Closed | -$246K | – | 58 |
|
|
2023
Q2 | $246K | Hold |
3,379
| – | – | 0.25% | 49 |
|
|
2023
Q1 | $243K | Sell |
3,379
-280
| -8% | -$20.1K | 0.26% | 42 |
|
|
2022
Q4 | $241K | Hold |
3,659
| – | – | 0.25% | 44 |
|
|
2022
Q3 | $205K | Buy |
+3,659
| New | +$205K | 0.22% | 46 |
|
|
2022
Q1 | – | Sell |
-2,604
| Closed | -$207K | – | 59 |
|
|
2021
Q4 | $207K | Hold |
2,604
| – | – | 0.17% | 58 |
|
|
2021
Q3 | $204K | Buy |
+2,604
| New | +$204K | 0.17% | 55 |
|