Shira Ridge Wealth Management’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 | $11.5M | Buy |
128,514
+645
| +0.5% | +$57.5K | 5.24% | 3 |
|
|
2025
Q1 | $10.4M | Buy |
127,869
+10,851
| +9% | +$886K | 5.21% | 3 |
|
|
2024
Q4 | $8.91M | Buy |
117,018
+7,561
| +7% | +$576K | 4.36% | 5 |
|
|
2024
Q3 | $9.21M | Buy |
109,457
+3,430
| +3% | +$289K | 4.7% | 5 |
|
|
2024
Q2 | $8.35M | Buy |
106,027
+1,435
| +1% | +$113K | 4.65% | 5 |
|
|
2024
Q1 | $8.36M | Sell |
104,592
-218
| -0.2% | -$17.4K | 4.78% | 5 |
|
|
2023
Q4 | $7.92M | Buy |
104,810
+4,364
| +4% | +$330K | 4.75% | 4 |
|
|
2023
Q3 | $6.94M | Buy |
100,446
+1,563
| +2% | +$108K | 4.56% | 5 |
|
|
2023
Q2 | $7.21M | Buy |
98,883
+252
| +0.3% | +$18.4K | 4.52% | 5 |
|
|
2023
Q1 | $7.09M | Buy |
98,631
+1,133
| +1% | +$81.4K | 4.68% | 5 |
|
|
2022
Q4 | $6.41M | Buy |
+97,498
| New | +$6.41M | 4.41% | 5 |
|