Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,756
| Closed | -$129K | – | 1097 |
|
|
2022
Q1 | $129K | Sell |
1,756
-1,142
| -39% | -$83.9K | 0.02% | 357 |
|
|
2021
Q4 | $230K | Sell |
2,898
-5,888
| -67% | -$467K | 0.03% | 281 |
|
|
2021
Q3 | $689K | Sell |
8,786
-30
| -0.3% | -$2.35K | 0.1% | 140 |
|
|
2021
Q2 | $697K | Sell |
8,816
-813
| -8% | -$64.3K | 0.1% | 144 |
|
|
2021
Q1 | $731K | Buy |
9,629
+273
| +3% | +$20.7K | 0.13% | 128 |
|
|
2020
Q4 | $683K | Buy |
+9,356
| New | +$683K | 0.13% | 118 |
|