Atria Wealth Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,533
-261
| -9% | -$23.3K | 0.01% | 1311 |
|
|
2025
Q1 | $228K | Buy |
+2,794
| New | +$228K | ﹤0.01% | 1637 |
|
|
2023
Q4 | – | Sell |
-24,438
| Closed | -$1.69M | – | 1944 |
|
|
2023
Q3 | $1.69M | Sell |
24,438
-11,390
| -32% | -$787K | 0.02% | 617 |
|
|
2023
Q2 | $2.61M | Sell |
35,828
-18,318
| -34% | -$1.34M | 0.04% | 482 |
|
|
2023
Q1 | $3.89M | Buy |
54,146
+6,367
| +13% | +$457K | 0.06% | 329 |
|
|
2022
Q4 | $3.14M | Buy |
47,779
+11,481
| +32% | +$755K | 0.05% | 365 |
|
|
2022
Q3 | $2.04M | Buy |
36,298
+1,819
| +5% | +$102K | 0.04% | 470 |
|
|
2022
Q2 | $2.16M | Buy |
34,479
+4,757
| +16% | +$299K | 0.04% | 403 |
|
|
2022
Q1 | $2.19M | Buy |
+29,722
| New | +$2.19M | 0.04% | 462 |
|