Rise Advisors’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
Q1 | – | Sell |
-438
| Closed | -$33.3K | – | 1519 |
|
|
2024
Q4 | $33.3K | Buy |
438
+6
| +1% | +$457 | 0.02% | 347 |
|
|
2024
Q3 | $36.4K | Hold |
432
| – | – | 0.02% | 323 |
|
|
2024
Q2 | $34.1K | Buy |
432
+8
| +2% | +$631 | 0.02% | 322 |
|
|
2024
Q1 | $33.9K | Hold |
424
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $32.1K | Buy |
424
+5
| +1% | +$378 | 0.02% | 210 |
|
|
2023
Q3 | $29K | Hold |
419
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $30.6K | Buy |
419
+8
| +2% | +$584 | 0.02% | 196 |
|
|
2023
Q1 | $29.6K | Hold |
411
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $27K | Buy |
411
+2
| +0.5% | +$132 | 0.02% | 213 |
|
|
2022
Q3 | $23K | Hold |
409
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $26K | Buy |
409
+8
| +2% | +$509 | 0.03% | 205 |
|
|
2022
Q1 | $30K | Buy |
401
+1
| +0.3% | +$75 | 0.03% | 204 |
|
|
2021
Q4 | $31.8K | Buy |
+400
| New | +$31.8K | 0.03% | 197 |
|