Atlas 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
Q2 | $158K | Sell |
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|
2025
Q1 | $159K | Sell |
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|
2024
Q4 | $179K | Buy |
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|
2024
Q3 | $198K | Sell |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $522K | Buy |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $194K | Buy |
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|
2020
Q1 | $170K | Buy |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | $57.7K | Buy |
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