Private Capital Management (Colorado)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $272K | Buy |
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