Aaron Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $570K | Buy |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $667K | Hold |
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|
2024
Q2 | $624K | Buy |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $4.13M | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $224K | Buy |
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