RZH
Relyea Zuckerberg Hanson’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
61,398
+3,312
| +6% | +$295K | 0.64% | 31 |
|
|
2025
Q1 | $4.75M | Buy |
58,086
+1,371
| +2% | +$112K | 0.64% | 33 |
|
|
2024
Q4 | $4.32M | Sell |
56,715
-408
| -0.7% | -$31.1K | 0.58% | 33 |
|
|
2024
Q3 | $4.81M | Buy |
57,123
+1,757
| +3% | +$148K | 0.73% | 25 |
|
|
2024
Q2 | $4.36M | Buy |
55,366
+457
| +0.8% | +$36K | 0.73% | 25 |
|
|
2024
Q1 | $4.39M | Buy |
54,909
+4,450
| +9% | +$356K | 0.77% | 25 |
|
|
2023
Q4 | $3.81M | Buy |
50,459
+5,065
| +11% | +$383K | 0.74% | 24 |
|
|
2023
Q3 | $3.14M | Buy |
45,394
+10,796
| +31% | +$746K | 0.72% | 27 |
|
|
2023
Q2 | $2.52M | Buy |
34,598
+9,044
| +35% | +$660K | 0.57% | 31 |
|
|
2023
Q1 | $1.84M | Buy |
25,554
+6,025
| +31% | +$433K | 0.45% | 40 |
|
|
2022
Q4 | $1.28M | Buy |
19,529
+1,432
| +8% | +$94.1K | 0.37% | 43 |
|
|
2022
Q3 | $1.02M | Buy |
18,097
+8,077
| +81% | +$453K | 0.37% | 39 |
|
|
2022
Q2 | $629K | Buy |
10,020
+1,395
| +16% | +$87.6K | 0.23% | 64 |
|
|
2022
Q1 | $625K | Buy |
8,625
+3,374
| +64% | +$244K | 0.2% | 77 |
|
|
2021
Q4 | $405K | Buy |
5,251
+526
| +11% | +$40.6K | 0.15% | 103 |
|
|
2021
Q3 | $370K | Hold |
4,725
| – | – | 0.14% | 101 |
|
|
2021
Q2 | $373K | Hold |
4,725
| – | – | 0.15% | 91 |
|
|
2021
Q1 | $373K | Sell |
4,725
-520
| -10% | -$41.1K | 0.16% | 84 |
|
|
2020
Q4 | $383K | Hold |
5,245
| – | – | 0.21% | 76 |
|
|
2020
Q3 | $337K | Sell |
5,245
-105
| -2% | -$6.75K | 0.22% | 78 |
|
|
2020
Q2 | $324K | Sell |
5,350
-1,325
| -20% | -$80.2K | 0.26% | 77 |
|
|
2020
Q1 | $355K | Buy |
+6,675
| New | +$355K | 0.39% | 63 |
|