RDFA
Ritter Daniher Financial Advisory’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 | $66.4K | Hold |
744
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $60.8K | Buy |
+744
| New | +$60.8K | 0.02% | 150 |
|
|
2023
Q3 | – | Sell |
-58
| Closed | -$4.23K | – | 361 |
|
|
2023
Q2 | $4.23K | Buy |
+58
| New | +$4.23K | ﹤0.01% | 262 |
|
|
2022
Q2 | – | Sell |
-744
| Closed | -$55K | – | 250 |
|
|
2022
Q1 | $55K | Buy |
+744
| New | +$55K | 0.04% | 112 |
|