Adero Partners’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
Q1 | $403K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $415K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $385K | Buy |
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