Wealthcare Capital 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
2021
Q2
Sell
-1,627
Closed -$123K 262
2021
Q1
$123K Buy
+1,627
New +$123K 0.01% 94
2020
Q2
Sell
-1,444
Closed -$77K 112
2020
Q1
$77K Buy
1,444
+135
+10% +$7.2K 0.01% 77
2019
Q4
$90K Buy
+1,309
New +$90K 0.01% 82