Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-592
| Closed | -$46.6K | – | 1867 |
|
|
2024
Q2 | $46.6K | Hold |
592
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $47.3K | Hold |
592
| – | – | 0.01% | 884 |
|
|
2023
Q4 | $44.7K | Hold |
592
| – | – | 0.01% | 841 |
|
|
2023
Q3 | $40.9K | Hold |
592
| – | – | 0.01% | 849 |
|
|
2023
Q2 | $43.2K | Hold |
592
| – | – | 0.01% | 832 |
|
|
2023
Q1 | $42.3K | Buy |
+592
| New | +$42.3K | 0.01% | 792 |
|