Prostatis Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,907
| Closed | -$2.36M | – | 101 |
|
|
2022
Q4 | $2.36M | Buy |
+35,907
| New | +$2.36M | 1.44% | 22 |
|
|
2021
Q4 | – | Sell |
-64,312
| Closed | -$5.04M | – | 91 |
|
|
2021
Q3 | $5.04M | Buy |
64,312
+10,138
| +19% | +$795K | 3.01% | 9 |
|
|
2021
Q2 | $4.28M | Buy |
54,174
+13,949
| +35% | +$1.1M | 2.92% | 9 |
|
|
2021
Q1 | $3.05M | Buy |
+40,225
| New | +$3.05M | 2.4% | 12 |
|