AE Wealth Management’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 | $131K | Buy |
|
|||||
|
2025
Q2 | $80.2K | Buy |
|
|||||
|
2025
Q1 | $47.4K | Buy |
|
|||||
|
2024
Q4 | $12.6K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $221K | Sell |
|
|||||
|
2023
Q3 | $401K | Sell |
|
|||||
|
2023
Q2 | $596K | Sell |
|
|||||
|
2023
Q1 | $615K | Buy |
|
|||||
|
2022
Q4 | $514K | Sell |
|
|||||
|
2022
Q3 | $468K | Buy |
|
|||||
|
2022
Q2 | $514K | Buy |
|
|||||
|
2022
Q1 | $472K | Sell |
|
|||||
|
2021
Q4 | $1.17M | Buy |
|
|||||
|
2021
Q3 | $671K | Buy |
|
|||||
|
2021
Q2 | $333K | Buy |
|