SRB
Shotwell Rutter Baer’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 | $543K | Sell |
6,082
-271
| -4% | -$24.2K | 0.37% | 25 |
|
|
2025
Q1 | $476K | Sell |
6,353
-590
| -8% | -$44.2K | 0.42% | 25 |
|
|
2024
Q4 | $524K | Sell |
6,943
-43
| -0.6% | -$3.25K | 0.44% | 22 |
|
|
2024
Q3 | $581K | Sell |
6,986
-73
| -1% | -$6.07K | 0.48% | 22 |
|
|
2024
Q2 | $563K | Sell |
7,059
-63
| -0.9% | -$5.02K | 0.5% | 22 |
|
|
2024
Q1 | $566K | Sell |
7,122
-271
| -4% | -$21.5K | 1.15% | 10 |
|
|
2023
Q4 | $557K | Buy |
+7,393
| New | +$557K | 0.53% | 24 |
|