TRUE Private Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,378
| Closed | -$100K | – | 385 |
|
|
2020
Q4 | $100K | Hold |
1,378
| – | – | 0.02% | 275 |
|
|
2020
Q3 | $87K | Hold |
1,378
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $83K | Hold |
1,378
| – | – | 0.02% | 263 |
|
|
2020
Q1 | $73K | Buy |
1,378
+996
| +261% | +$52.8K | 0.02% | 247 |
|
|
2019
Q4 | $26K | Buy |
+382
| New | +$26K | ﹤0.01% | 447 |
|