Sterling Investment Advisors (Missouri)’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 | $341K | Buy |
3,288
+130
| +4% | +$13.5K | 0.18% | 30 |
|
|
2025
Q1 | $258K | Sell |
3,158
-22
| -0.7% | -$1.8K | 0.15% | 30 |
|
|
2024
Q4 | $242K | Buy |
3,180
+51
| +2% | +$3.88K | 0.14% | 30 |
|
|
2024
Q3 | $263K | Sell |
3,129
-11
| -0.4% | -$926 | 0.15% | 30 |
|
|
2024
Q2 | $247K | Sell |
3,140
-23
| -0.7% | -$1.81K | 0.15% | 30 |
|
|
2024
Q1 | $253K | Sell |
3,163
-17
| -0.5% | -$1.36K | 0.15% | 30 |
|
|
2023
Q4 | $240K | Buy |
+3,180
| New | +$240K | 0.15% | 30 |
|