Aptus Capital Advisors’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 | $3.13M | Sell |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $581K | Buy |
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|
2023
Q4 | $9.14K | Sell |
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|
2023
Q3 | $129K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $24.7K | Sell |
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|
2022
Q3 | $117K | Buy |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $168K | Hold |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $171K | Buy |
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|
2021
Q1 | $138K | Sell |
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|
2020
Q4 | $136K | Hold |
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|
2020
Q3 | $119K | Buy |
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