AllSquare 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
Q2 | $97.8K | Hold |
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|
2025
Q1 | $89.5K | Hold |
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|
2024
Q4 | $83.4K | Hold |
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|
2024
Q3 | $92.3K | Hold |
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|
2024
Q2 | $86.3K | Hold |
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|
2024
Q1 | $87.6K | Hold |
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|
2023
Q4 | $82.8K | Hold |
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|
2023
Q3 | $75.8K | Hold |
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|
2023
Q2 | $78.6K | Hold |
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|
2023
Q1 | $78.7K | Hold |
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|
2022
Q4 | $72.1K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $86K | Sell |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $97K | Buy |
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