ARQ Wealth 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
$267K Sell
2025
Q2
$238K Hold
2025
Q1
$238K Buy
2024
Q4
$221K Sell
2024
Q3
$294K Buy
2024
Q2
$275K Buy
2024
Q1
$275K Buy
2023
Q4
$247K Buy
2023
Q3
$224K Buy