PA
Parkside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
37,245
-1,709
| -4% | -$152K | 0.73% | 26 |
|
|
2025
Q1 | $3.18M | Buy |
38,954
+3,502
| +10% | +$286K | 0.77% | 23 |
|
|
2024
Q4 | $2.7M | Buy |
35,452
+238
| +0.7% | +$18.1K | 0.64% | 26 |
|
|
2024
Q3 | $2.96M | Sell |
35,214
-137
| -0.4% | -$11.5K | 0.7% | 22 |
|
|
2024
Q2 | $2.78M | Buy |
35,351
+2,145
| +6% | +$169K | 0.71% | 23 |
|
|
2024
Q1 | $2.65M | Buy |
33,206
+710
| +2% | +$56.7K | 0.68% | 25 |
|
|
2023
Q4 | $2.45M | Buy |
32,496
+2,625
| +9% | +$198K | 0.68% | 24 |
|
|
2023
Q3 | $2.07M | Buy |
29,871
+377
| +1% | +$26.1K | 0.64% | 23 |
|
|
2023
Q2 | $2.15M | Buy |
29,494
+3,659
| +14% | +$267K | 0.67% | 23 |
|
|
2023
Q1 | $1.86M | Buy |
25,835
+1,367
| +6% | +$98.2K | 0.61% | 23 |
|
|
2022
Q4 | $1.61M | Sell |
24,468
-15,990
| -40% | -$1.05M | 0.56% | 27 |
|
|
2022
Q3 | $2.27M | Buy |
40,458
+5,731
| +17% | +$322K | 0.86% | 20 |
|
|
2022
Q2 | $2.18M | Buy |
34,727
+597
| +2% | +$37.5K | 0.79% | 22 |
|
|
2022
Q1 | $2.52M | Buy |
34,130
+1,331
| +4% | +$98.1K | 0.8% | 23 |
|
|
2021
Q4 | $2.61M | Sell |
32,799
-913
| -3% | -$72.7K | 0.79% | 24 |
|
|
2021
Q3 | $2.64M | Buy |
33,712
+3,160
| +10% | +$248K | 0.82% | 23 |
|
|
2021
Q2 | $2.42M | Buy |
30,552
+6,839
| +29% | +$541K | 0.77% | 23 |
|
|
2021
Q1 | $1.8M | Buy |
23,713
+4,196
| +21% | +$319K | 0.62% | 23 |
|
|
2020
Q4 | $1.43M | Buy |
19,517
+3,952
| +25% | +$289K | 0.53% | 24 |
|
|
2020
Q3 | $988K | Buy |
15,565
+5,811
| +60% | +$369K | 0.43% | 29 |
|
|
2020
Q2 | $591K | Buy |
9,754
+2,639
| +37% | +$160K | 0.28% | 32 |
|
|
2020
Q1 | $378K | Buy |
7,115
+3,195
| +82% | +$170K | 0.21% | 38 |
|
|
2019
Q4 | $269K | Buy |
+3,920
| New | +$269K | 0.12% | 52 |
|