Presilium Private Wealth’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 | $926K | Sell |
10,380
-39
| -0.4% | -$3.48K | 0.19% | 34 |
|
|
2025
Q1 | $851K | Sell |
10,419
-255
| -2% | -$20.8K | 0.19% | 38 |
|
|
2024
Q4 | $813K | Buy |
10,674
+1,446
| +16% | +$110K | 0.19% | 42 |
|
|
2024
Q3 | $777K | Buy |
9,228
+19
| +0.2% | +$1.6K | 0.18% | 43 |
|
|
2024
Q2 | $725K | Buy |
9,209
+367
| +4% | +$28.9K | 0.18% | 44 |
|
|
2024
Q1 | $707K | Sell |
8,842
-286
| -3% | -$22.9K | 0.19% | 44 |
|
|
2023
Q4 | $690K | Buy |
9,128
+15
| +0.2% | +$1.13K | 0.2% | 44 |
|
|
2023
Q3 | $630K | Buy |
9,113
+5,279
| +138% | +$365K | 0.2% | 30 |
|
|
2023
Q2 | $280K | Buy |
3,834
+38
| +1% | +$2.77K | 0.1% | 50 |
|
|
2023
Q1 | $273K | Sell |
3,796
-100
| -3% | -$7.18K | 0.11% | 46 |
|
|
2022
Q4 | $256K | Buy |
+3,896
| New | +$256K | 0.11% | 43 |
|