Your Advocates Ltd’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 | $60.4K | Buy |
677
+4
| +0.6% | +$357 | 0.02% | 51 |
|
|
2025
Q1 | $54.9K | Hold |
673
| – | – | 0.02% | 54 |
|
|
2024
Q4 | $51.2K | Buy |
673
+3
| +0.4% | +$228 | 0.02% | 53 |
|
|
2024
Q3 | $56.4K | Buy |
670
+35
| +6% | +$2.95K | 0.02% | 54 |
|
|
2024
Q2 | $50K | Buy |
635
+179
| +39% | +$14.1K | 0.02% | 61 |
|
|
2024
Q1 | $36.4K | Buy |
456
+15
| +3% | +$1.2K | 0.02% | 67 |
|
|
2023
Q4 | $33.3K | Buy |
441
+151
| +52% | +$11.4K | 0.01% | 67 |
|
|
2023
Q3 | $20.1K | Buy |
290
+77
| +36% | +$5.32K | 0.01% | 78 |
|
|
2023
Q2 | $15.5K | Buy |
213
+4
| +2% | +$292 | 0.01% | 106 |
|
|
2023
Q1 | $15K | Sell |
209
-248
| -54% | -$17.8K | 0.01% | 80 |
|
|
2022
Q4 | $30K | Buy |
457
+2
| +0.4% | +$131 | 0.02% | 63 |
|
|
2022
Q3 | $26K | Hold |
455
| – | – | 0.02% | 60 |
|
|
2022
Q2 | $29K | Sell |
455
-230
| -34% | -$14.7K | 0.02% | 59 |
|
|
2022
Q1 | $51K | Buy |
+685
| New | +$51K | 0.03% | 46 |
|