Beacon Financial Planning’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 | $521K | Hold |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $340K | Buy |
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