WIT LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1.2M | – | 15 |
|
|
2023
Q1 | $1.2M | Hold |
17
| – | – | 0.03% | 12 |
|
|
2022
Q4 | $1.1M | Hold |
17
| – | – | 0.03% | 11 |
|
|
2022
Q3 | $941 | Hold |
17
| – | – | 0.03% | 12 |
|
|
2022
Q2 | $1.05K | Buy |
17
+1
| +6% | +$62 | 0.03% | 11 |
|
|
2022
Q1 | $1.14K | Sell |
16
-14,432
| -100% | -$1.03M | 0.02% | 16 |
|
|
2021
Q4 | $1.15M | Buy |
14,448
+248
| +2% | +$19.7K | 0.03% | 12 |
|
|
2021
Q3 | $1.11M | Hold |
14,200
| – | – | 0.02% | 12 |
|
|
2021
Q2 | $1.12M | Buy |
+14,200
| New | +$1.12M | 0.02% | 15 |
|