DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $166K | Buy |
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|
2023
Q3 | $65.7K | Hold |
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|
2023
Q2 | $69.3K | Hold |
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|
2023
Q1 | $68.2K | Hold |
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|
2022
Q4 | $62.5K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $74K | Hold |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $72K | Hold |
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|
2020
Q4 | $69K | Buy |
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