Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $400K | Buy |
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