Elevation 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 | $1.59M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $767K | Hold |
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|
2023
Q3 | $767K | Buy |
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|
2023
Q2 | $786K | Buy |
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|
2023
Q1 | $707K | Buy |
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