AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $643K | Hold |
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $837K | Buy |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $213K | Buy |
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