Avantax Advisory Services’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 | $819K | Buy |
|
|||||
|
2025
Q1 | $662K | Buy |
|
|||||
|
2024
Q4 | $613K | Buy |
|
|||||
|
2024
Q3 | $437K | Buy |
|
|||||
|
2024
Q2 | $379K | Buy |
|
|||||
|
2024
Q1 | $344K | Sell |
|
|||||
|
2023
Q4 | $342K | Sell |
|
|||||
|
2023
Q3 | $471K | Sell |
|
|||||
|
2023
Q2 | $602K | Sell |
|
|||||
|
2023
Q1 | $676K | Buy |
|
|||||
|
2022
Q4 | $505K | Buy |
|
|||||
|
2022
Q3 | $410K | Sell |
|
|||||
|
2022
Q2 | $477K | Sell |
|
|||||
|
2022
Q1 | $636K | Buy |
|
|||||
|
2021
Q4 | $579K | Buy |
|
|||||
|
2021
Q3 | $291K | Buy |
|