TD Private Client Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
3,882
-151
| -4% | -$13.5K | 0.01% | 524 |
|
|
2025
Q1 | $329K | Sell |
4,033
-27
| -0.7% | -$2.21K | 0.01% | 511 |
|
|
2024
Q4 | $309K | Buy |
4,060
+511
| +14% | +$38.9K | 0.01% | 528 |
|
|
2024
Q3 | $299K | Buy |
3,549
+118
| +3% | +$9.93K | 0.01% | 530 |
|
|
2024
Q2 | $270K | Buy |
3,431
+163
| +5% | +$12.8K | 0.01% | 520 |
|
|
2024
Q1 | $261K | Sell |
3,268
-2,785
| -46% | -$223K | 0.01% | 541 |
|
|
2023
Q4 | $457K | Hold |
6,053
| – | – | 0.02% | 450 |
|
|
2023
Q3 | $418K | Buy |
6,053
+234
| +4% | +$16.2K | 0.02% | 440 |
|
|
2023
Q2 | $424K | Buy |
5,819
+91
| +2% | +$6.64K | 0.02% | 459 |
|
|
2023
Q1 | $412K | Buy |
5,728
+802
| +16% | +$57.6K | 0.02% | 453 |
|
|
2022
Q4 | $324K | Buy |
4,926
+9
| +0.2% | +$592 | 0.02% | 477 |
|
|
2022
Q3 | $276K | Buy |
4,917
+21
| +0.4% | +$1.18K | 0.01% | 482 |
|
|
2022
Q2 | $307K | Sell |
4,896
-1,367
| -22% | -$85.8K | 0.02% | 473 |
|
|
2022
Q1 | $462K | Buy |
6,263
+1,443
| +30% | +$106K | 0.02% | 433 |
|
|
2021
Q4 | $383K | Buy |
4,820
+7
| +0.1% | +$556 | 0.02% | 456 |
|
|
2021
Q3 | $377K | Buy |
4,813
+773
| +19% | +$60.6K | 0.02% | 439 |
|
|
2021
Q2 | $319K | Buy |
4,040
+5
| +0.1% | +$395 | 0.01% | 460 |
|
|
2021
Q1 | $306K | Buy |
4,035
+266
| +7% | +$20.2K | 0.01% | 452 |
|
|
2020
Q4 | $275K | Buy |
3,769
+379
| +11% | +$27.7K | 0.01% | 447 |
|
|
2020
Q3 | $215K | Buy |
3,390
+1,257
| +59% | +$79.8K | 0.01% | 452 |
|
|
2020
Q2 | $129K | Buy |
+2,133
| New | +$129K | 0.01% | 493 |
|