RFA
RTD Financial Advisors’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 | $2.54M | Sell |
28,485
-2,081
| -7% | -$186K | 0.33% | 48 |
|
|
2025
Q1 | $2.5M | Buy |
30,566
+260
| +0.9% | +$21.2K | 0.34% | 48 |
|
|
2024
Q4 | $2.31M | Sell |
30,306
-297
| -1% | -$22.6K | 0.3% | 46 |
|
|
2024
Q3 | $2.58M | Buy |
30,603
+4,158
| +16% | +$350K | 0.33% | 47 |
|
|
2024
Q2 | $2.08M | Buy |
26,445
+612
| +2% | +$48.2K | 0.28% | 48 |
|
|
2024
Q1 | $2.06M | Sell |
25,833
-172
| -0.7% | -$13.7K | 0.28% | 48 |
|
|
2023
Q4 | $1.96M | Buy |
26,005
+433
| +2% | +$32.7K | 0.28% | 47 |
|
|
2023
Q3 | $1.77M | Sell |
25,572
-81
| -0.3% | -$5.6K | 0.27% | 51 |
|
|
2023
Q2 | $1.87M | Sell |
25,653
-2,942
| -10% | -$215K | 0.27% | 50 |
|
|
2023
Q1 | $2.05M | Buy |
28,595
+793
| +3% | +$57K | 0.32% | 47 |
|
|
2022
Q4 | $1.83M | Buy |
27,802
+738
| +3% | +$48.5K | 0.3% | 46 |
|
|
2022
Q3 | $1.52M | Buy |
27,064
+847
| +3% | +$47.5K | 0.28% | 48 |
|
|
2022
Q2 | $1.65M | Buy |
26,217
+6,723
| +34% | +$422K | 0.25% | 52 |
|
|
2022
Q1 | $1.44M | Buy |
19,494
+47
| +0.2% | +$3.47K | 0.19% | 52 |
|
|
2021
Q4 | $1.55M | Buy |
+19,447
| New | +$1.55M | 0.2% | 55 |
|