BigSur Wealth Management’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 | $2.14M | Hold |
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|
2025
Q2 | $2.05M | Hold |
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2025
Q1 | $1.88M | Hold |
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|
2024
Q4 | $1.75M | Hold |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.81M | Hold |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.74M | Hold |
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|
2023
Q3 | $1.59M | Hold |
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|
2023
Q2 | $1.68M | Hold |
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|
2023
Q1 | $1.65M | Hold |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $2.41M | Hold |
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|
2022
Q2 | $2.7M | Hold |
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|
2022
Q1 | $3.17M | Hold |
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|
2021
Q4 | $3.42M | Hold |
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|
2021
Q3 | $3.37M | Hold |
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|
2021
Q2 | $3.4M | Hold |
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|
2021
Q1 | $3.26M | Hold |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $2.22M | Hold |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $797K | Hold |
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|
2019
Q4 | $1.03M | Buy |
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