Concord 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
Q2 | $173K | Sell |
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|
2025
Q1 | $160K | Sell |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $407K | Buy |
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