Retirement Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $594K | Sell |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $548K | Sell |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $421K | Buy |
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