Williams & Novak’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
16,345
-1,670
| -9% | -$149K | 1.24% | 18 |
|
|
2025
Q1 | $1.47M | Sell |
18,015
-114
| -0.6% | -$9.33K | 1.44% | 18 |
|
|
2024
Q4 | $1.38M | Sell |
18,129
-2,394
| -12% | -$182K | 1.33% | 20 |
|
|
2024
Q3 | $1.73M | Sell |
20,523
-1,352
| -6% | -$114K | 1.61% | 18 |
|
|
2024
Q2 | $1.72M | Buy |
21,875
+2,009
| +10% | +$158K | 1.6% | 18 |
|
|
2024
Q1 | $1.5M | Hold |
19,866
| – | – | 1.71% | 19 |
|
|
2023
Q4 | $1.5M | Buy |
+19,866
| New | +$1.5M | 1.7% | 19 |
|