Addison 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
Q2 | $592K | Hold |
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|
2025
Q1 | $542K | Hold |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $534K | Buy |
|