Aprio 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 | $1.2M | Buy |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $886K | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $359K | Buy |
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