BSW Wealth 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 | $5.34M | Sell |
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|
2025
Q2 | $5.49M | Sell |
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|
2025
Q1 | $5.65M | Sell |
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|
2024
Q4 | $5.77M | Buy |
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|
2024
Q3 | $6.31M | Sell |
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|
2024
Q2 | $5.95M | Sell |
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|
2024
Q1 | $6.77M | Sell |
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|
2023
Q4 | $6.75M | Sell |
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|
2023
Q3 | $6.37M | Sell |
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|
2023
Q2 | $7M | Sell |
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|
2023
Q1 | $7.2M | Sell |
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|
2022
Q4 | $6.69M | Buy |
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|
2022
Q3 | $1.95M | Hold |
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|
2022
Q2 | $2.19M | Hold |
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|
2022
Q1 | $2.57M | Sell |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.73M | Hold |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $3.06M | Hold |
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|
2020
Q4 | $2.94M | Hold |
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.49M | Sell |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.61M | Sell |
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|
2019
Q2 | $3.72M | Hold |
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|
2019
Q1 | $3.66M | Sell |
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|
2018
Q4 | $9.5M | Buy |
|