Principal Securities’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 | $135K | Sell |
1,518
-1,015
| -40% | -$90.6K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $193K | Hold |
2,533
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q4 | $193K | Sell |
2,533
-196
| -7% | -$14.9K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $230K | Buy |
2,729
+61
| +2% | +$5.13K | 0.01% | 1044 |
|
|
2024
Q2 | $210K | Buy |
2,668
+374
| +16% | +$29.5K | 0.01% | 1021 |
|
|
2024
Q1 | $183K | Buy |
2,294
+186
| +9% | +$14.9K | 0.01% | 1048 |
|
|
2023
Q4 | $159K | Buy |
+2,108
| New | +$159K | 0.01% | 1005 |
|