Rede 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 | $277K | Hold |
3,105
| – | – | 0.1% | 95 |
|
|
2025
Q1 | $254K | Sell |
3,105
-181
| -6% | -$14.8K | 0.09% | 97 |
|
|
2024
Q4 | $250K | Buy |
3,286
+446
| +16% | +$34K | 0.1% | 97 |
|
|
2024
Q3 | $239K | Sell |
2,840
-592
| -17% | -$49.8K | 0.09% | 98 |
|
|
2024
Q2 | $270K | Hold |
3,432
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $274K | Sell |
3,432
-977
| -22% | -$78.1K | 0.12% | 82 |
|
|
2023
Q4 | $333K | Sell |
4,409
-463
| -10% | -$35K | 0.16% | 65 |
|
|
2023
Q3 | $337K | Buy |
4,872
+338
| +7% | +$23.4K | 0.17% | 57 |
|
|
2023
Q2 | $331K | Buy |
4,534
+396
| +10% | +$28.9K | 0.16% | 72 |
|
|
2023
Q1 | $297K | Buy |
4,138
+261
| +7% | +$18.8K | 0.16% | 74 |
|
|
2022
Q4 | $255K | Buy |
+3,877
| New | +$255K | 0.14% | 78 |
|