TFO Wealth Partners’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
Q2 | – | Sell |
-171
| Closed | -$13.7K | – | 274 |
|
|
2024
Q1 | $13.7K | Sell |
171
-81
| -32% | -$6.47K | ﹤0.01% | 84 |
|
|
2023
Q4 | $19K | Buy |
252
+162
| +180% | +$12.2K | ﹤0.01% | 81 |
|
|
2023
Q3 | $6.56K | Hold |
90
| – | – | ﹤0.01% | 174 |
|
|
2023
Q2 | $6.56K | Hold |
90
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $6.47K | Sell |
90
-171
| -66% | -$12.3K | ﹤0.01% | 125 |
|
|
2022
Q4 | $22.1K | Buy |
+261
| New | +$22.1K | 0.01% | 80 |
|