Rowland Carmichael 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
2020
Q4
$4K Sell
48
-85
-64% -$7.08K ﹤0.01% 366
2020
Q3
$8K Sell
133
-59
-31% -$3.55K ﹤0.01% 330
2020
Q2
$12K Buy
192
+8
+4% +$500 0.01% 319
2020
Q1
$10K Buy
184
+23
+14% +$1.25K 0.01% 302
2019
Q4
$11K Buy
+161
New +$11K ﹤0.01% 338