Toth Financial Advisory’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 | $5.06K | Buy |
57
+1
| +2% | +$89 | ﹤0.01% | 550 |
|
|
2025
Q1 | $4.54K | Sell |
56
-65
| -54% | -$5.27K | ﹤0.01% | 520 |
|
|
2024
Q4 | $9.18K | Sell |
121
-14
| -10% | -$1.06K | ﹤0.01% | 457 |
|
|
2024
Q3 | $11.4K | Sell |
135
-20
| -13% | -$1.68K | ﹤0.01% | 439 |
|
|
2024
Q2 | $12.2K | Buy |
155
+1
| +0.6% | +$79 | ﹤0.01% | 444 |
|
|
2024
Q1 | $12.3K | Sell |
154
-105
| -41% | -$8.38K | ﹤0.01% | 432 |
|
|
2023
Q4 | $19.6K | Buy |
259
+1
| +0.4% | +$76 | ﹤0.01% | 391 |
|
|
2023
Q3 | $17.9K | Hold |
258
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $18.8K | Buy |
258
+206
| +396% | +$15K | ﹤0.01% | 398 |
|
|
2023
Q1 | $3.75K | Hold |
52
| – | – | ﹤0.01% | 572 |
|
|
2022
Q4 | $3.44K | Hold |
52
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 589 |
|
|
2022
Q2 | $3K | Buy |
52
+1
| +2% | +$58 | ﹤0.01% | 549 |
|
|
2022
Q1 | $4K | Buy |
51
+20
| +65% | +$1.57K | ﹤0.01% | 556 |
|
|
2021
Q4 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 636 |
|
|
2021
Q3 | $2K | Buy |
30
+20
| +200% | +$1.33K | ﹤0.01% | 643 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 510 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 492 |
|
|
2020
Q1 | $1K | Sell |
10
-60
| -86% | -$6K | ﹤0.01% | 399 |
|
|
2019
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 350 |
|