Root Financial Partners’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
Q2 | $470K | Buy |
5,272
+1,637
| +45% | +$146K | 0.05% | 127 |
|
|
2025
Q1 | $297K | Sell |
3,635
-122
| -3% | -$9.97K | 0.03% | 157 |
|
|
2024
Q4 | $286K | Hold |
3,757
| – | – | 0.04% | 161 |
|
|
2024
Q3 | $316K | Hold |
3,757
| – | – | 0.05% | 121 |
|
|
2024
Q2 | $296K | Sell |
3,757
-155
| -4% | -$12.2K | 0.07% | 90 |
|
|
2024
Q1 | $313K | Hold |
3,912
| – | – | 0.09% | 75 |
|
|
2023
Q4 | $296K | Buy |
3,912
+494
| +14% | +$37.3K | 0.11% | 63 |
|
|
2023
Q3 | $236K | Hold |
3,418
| – | – | 0.13% | 61 |
|
|
2023
Q2 | $249K | Sell |
3,418
-163
| -5% | -$11.9K | 0.15% | 58 |
|
|
2023
Q1 | $257K | Buy |
+3,581
| New | +$257K | 0.18% | 58 |
|