TPG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,642
| Closed | -$201K | – | 38 |
|
|
2021
Q1 | $201K | Buy |
+2,642
| New | +$201K | 0.14% | 41 |
|
|
2020
Q2 | – | Sell |
-3,920
| Closed | -$208K | – | 37 |
|
|
2020
Q1 | $208K | Buy |
3,920
+17
| +0.4% | +$902 | 0.21% | 42 |
|
|
2019
Q4 | $268K | Sell |
3,903
-78
| -2% | -$5.36K | 0.22% | 44 |
|
|
2019
Q3 | $255K | Buy |
+3,981
| New | +$255K | 0.23% | 41 |
|
|
2019
Q2 | – | Sell |
-3,793
| Closed | -$243K | – | 41 |
|
|
2019
Q1 | $243K | Buy |
+3,793
| New | +$243K | 0.23% | 35 |
|