Prime Capital Investment Advisors’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 | – | Sell |
-13,689
| Closed | -$1.12M | – | 983 |
|
|
2025
Q1 | $1.12M | Buy |
+13,689
| New | +$1.12M | 0.01% | 479 |
|
|
2020
Q3 | – | Sell |
-931
| Closed | -$56K | – | 463 |
|
|
2020
Q2 | $56K | Sell |
931
-223
| -19% | -$13.4K | 0.01% | 311 |
|
|
2020
Q1 | $61K | Hold |
1,154
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $79K | Hold |
1,154
| – | – | 0.01% | 264 |
|
|
2019
Q3 | $74K | Hold |
1,154
| – | – | 0.01% | 268 |
|
|
2019
Q2 | $74K | Buy |
+1,154
| New | +$74K | 0.01% | 219 |
|