Sound Income Strategies’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 | $20.7K | Buy |
232
+140
| +152% | +$12.5K | ﹤0.01% | 740 |
|
2025
Q1 | $7.52K | Hold |
92
| – | – | ﹤0.01% | 976 |
|
2024
Q4 | $7.01K | Hold |
92
| – | – | ﹤0.01% | 929 |
|
2024
Q3 | $7.74K | Hold |
92
| – | – | ﹤0.01% | 854 |
|
2024
Q2 | $7.25K | Hold |
92
| – | – | ﹤0.01% | 840 |
|
2024
Q1 | $7.35K | Hold |
92
| – | – | ﹤0.01% | 829 |
|
2023
Q4 | $6.95K | Buy |
+92
| New | +$6.95K | ﹤0.01% | 816 |
|