Spire 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 | $6.69K | Sell |
75
-510
| -87% | -$45.5K | ﹤0.01% | 1865 |
|
|
2025
Q1 | $47.8K | Hold |
585
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q4 | $44.5K | Hold |
585
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q3 | $49.2K | Sell |
585
-667
| -53% | -$56.1K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $98.6K | Sell |
1,252
-1,573
| -56% | -$124K | ﹤0.01% | 897 |
|
|
2024
Q1 | $226K | Buy |
2,825
+12
| +0.4% | +$959 | ﹤0.01% | 739 |
|
|
2023
Q4 | $209K | Sell |
2,813
-967
| -26% | -$71.8K | 0.01% | 749 |
|
|
2023
Q3 | $261K | Sell |
3,780
-1,087
| -22% | -$75.1K | 0.01% | 631 |
|
|
2023
Q2 | $355K | Buy |
4,867
+1,198
| +33% | +$87.4K | 0.01% | 574 |
|
|
2023
Q1 | $264K | Buy |
3,669
+2,517
| +218% | +$181K | 0.01% | 646 |
|
|
2022
Q4 | $76K | Sell |
1,152
-425
| -27% | -$28K | ﹤0.01% | 834 |
|
|
2022
Q3 | $89K | Sell |
1,577
-1,880
| -54% | -$106K | 0.01% | 748 |
|
|
2022
Q2 | $217K | Sell |
3,457
-3,335
| -49% | -$209K | 0.01% | 732 |
|
|
2022
Q1 | $501K | Sell |
6,792
-688
| -9% | -$50.7K | 0.01% | 574 |
|
|
2021
Q4 | $594K | Sell |
7,480
-1,175
| -14% | -$93.3K | 0.01% | 634 |
|
|
2021
Q3 | $696K | Buy |
8,655
+3,087
| +55% | +$248K | 0.02% | 500 |
|
|
2021
Q2 | $440K | Buy |
5,568
+1,224
| +28% | +$96.7K | 0.01% | 645 |
|
|
2021
Q1 | $330K | Buy |
+4,344
| New | +$330K | 0.01% | 813 |
|