Brandywine Oak Private Wealth’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 | $2.39M | Sell |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $847K | Buy |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $239K | Buy |
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|
2020
Q2 | $224K | Buy |
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