Dynamic Advisor Solutions’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 | $2.36M | Sell |
|
|||||
|
2025
Q2 | $2.4M | Sell |
|
|||||
|
2025
Q1 | $2.6M | Sell |
|
|||||
|
2024
Q4 | $3.92M | Buy |
|
|||||
|
2024
Q3 | $4.2M | Sell |
|
|||||
|
2024
Q2 | $5.85M | Sell |
|
|||||
|
2024
Q1 | $6.45M | Buy |
|
|||||
|
2023
Q4 | $5.68M | Sell |
|
|||||
|
2023
Q3 | $5.44M | Sell |
|
|||||
|
2023
Q2 | $5.76M | Buy |
|
|||||
|
2023
Q1 | $3.18M | Buy |
|
|||||
|
2022
Q4 | $2.9M | Buy |
|
|||||
|
2022
Q3 | $2.46M | Buy |
|
|||||
|
2022
Q2 | $2.36M | Buy |
|
|||||
|
2022
Q1 | $2.71M | Buy |
|
|||||
|
2021
Q4 | $2.42M | Buy |
|
|||||
|
2021
Q3 | $1.95M | Buy |
|
|||||
|
2021
Q2 | $1.62M | Buy |
|
|||||
|
2021
Q1 | $1.03M | Buy |
|
|||||
|
2020
Q4 | $866K | Buy |
|