SHJ
Sharkey, Howes & Javer’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 | $514K | Buy |
+5,759
| New | +$514K | 0.07% | 108 |
|
|
2023
Q4 | – | Sell |
-12,049
| Closed | -$833K | – | 117 |
|
|
2023
Q3 | $833K | Sell |
12,049
-4,521
| -27% | -$313K | 0.16% | 64 |
|
|
2023
Q2 | $1.21M | Buy |
16,570
+133
| +0.8% | +$9.7K | 0.23% | 52 |
|
|
2023
Q1 | $1.18M | Buy |
16,437
+2,745
| +20% | +$197K | 0.25% | 48 |
|
|
2022
Q4 | $900K | Sell |
13,692
-1,127
| -8% | -$74.1K | 0.21% | 63 |
|
|
2022
Q3 | $832K | Sell |
14,819
-30,564
| -67% | -$1.72M | 0.18% | 61 |
|
|
2022
Q2 | $2.85M | Buy |
45,383
+2,299
| +5% | +$144K | 0.69% | 28 |
|
|
2022
Q1 | $3.18M | Sell |
43,084
-22,694
| -35% | -$1.67M | 0.73% | 27 |
|
|
2021
Q4 | $5.23M | Buy |
65,778
+51,309
| +355% | +$4.08M | 1.18% | 20 |
|
|
2021
Q3 | $1.13M | Buy |
14,469
+5,927
| +69% | +$465K | 0.29% | 40 |
|
|
2021
Q2 | $675K | Buy |
8,542
+1,758
| +26% | +$139K | 0.18% | 49 |
|
|
2021
Q1 | $515K | Buy |
+6,784
| New | +$515K | 0.16% | 54 |
|