PA
Paracle Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $710K | Hold |
9,356
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $683K | Buy |
9,356
+137
| +1% | +$10K | 0.13% | 63 |
|
|
2020
Q3 | $585K | Hold |
9,219
| – | – | 0.13% | 61 |
|
|
2020
Q2 | $558K | Buy |
9,219
+4,140
| +82% | +$251K | 0.13% | 58 |
|
|
2020
Q1 | $270K | Buy |
+5,079
| New | +$270K | 0.07% | 74 |
|