Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-181
| Closed | -$14K | – | 115 |
|
|
2021
Q1 | $14K | Hold |
181
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $13K | Hold |
181
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $11K | Hold |
181
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $11K | Hold |
181
| – | – | 0.01% | 143 |
|
|
2020
Q1 | $10K | Hold |
181
| – | – | 0.01% | 123 |
|
|
2019
Q4 | $12K | Hold |
181
| – | – | 0.01% | 143 |
|
|
2019
Q3 | $12K | Buy |
+181
| New | +$12K | 0.01% | 116 |
|