Allworth Financial’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 | $5.51K | Sell |
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|
2025
Q2 | $35.3K | Buy |
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|
2025
Q1 | $33K | Sell |
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|
2024
Q4 | $83.4K | Buy |
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|
2024
Q3 | $69.5K | Sell |
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|
2024
Q2 | $76.3K | Sell |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $67.3K | Sell |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $186K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Buy |
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