Avantax Planning Partners’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 | $293K | Hold |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.5M | Hold |
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|
2023
Q2 | $1.58M | Hold |
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|
2023
Q1 | $1.56M | Hold |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $1.22M | Buy |
|