Avantax Planning Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
3,146
-26
| -0.8% | -$2.32K | 0.01% | 363 |
|
|
2025
Q1 | $259K | Hold |
3,172
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $242K | Hold |
3,172
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $267K | Sell |
3,172
-17,827
| -85% | -$1.5M | 0.01% | 356 |
|
|
2024
Q2 | $1.65M | Sell |
20,999
-65
| -0.3% | -$5.12K | 0.05% | 155 |
|
|
2024
Q1 | $1.68M | Buy |
21,064
+77
| +0.4% | +$6.15K | 0.05% | 161 |
|
|
2023
Q4 | $1.59M | Sell |
20,987
-666
| -3% | -$50.3K | 0.06% | 132 |
|
|
2023
Q3 | $1.5M | Hold |
21,653
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $1.58M | Hold |
21,653
| – | – | 0.06% | 125 |
|
|
2023
Q1 | $1.56M | Hold |
21,653
| – | – | 0.06% | 125 |
|
|
2022
Q4 | $1.42M | Buy |
21,653
+4,235
| +24% | +$278K | 0.06% | 132 |
|
|
2022
Q3 | $978K | Buy |
17,418
+5,174
| +42% | +$291K | 0.04% | 149 |
|
|
2022
Q2 | $768K | Sell |
12,244
-4,243
| -26% | -$266K | 0.03% | 184 |
|
|
2022
Q1 | $1.22M | Buy |
+16,487
| New | +$1.22M | 0.05% | 138 |
|