West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,014
| Closed | -$422K | – | 167 |
|
|
2024
Q3 | $422K | Hold |
5,014
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $395K | Hold |
5,014
| – | – | 0.05% | 110 |
|
|
2024
Q1 | $401K | Hold |
5,014
| – | – | 0.05% | 105 |
|
|
2023
Q4 | $379K | Sell |
5,014
-544
| -10% | -$41.1K | 0.05% | 108 |
|
|
2023
Q3 | $384K | Hold |
5,558
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $405K | Hold |
5,558
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $399K | Buy |
+5,558
| New | +$399K | 0.06% | 100 |
|