EverSource Wealth Advisors’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 | $182K | Buy |
|
|||||
|
2025
Q2 | $117K | Sell |
|
|||||
|
2025
Q1 | $125K | Hold |
|
|||||
|
2024
Q4 | $117K | Buy |
|
|||||
|
2024
Q3 | $129K | Hold |
|
|||||
|
2024
Q2 | $123K | Sell |
|
|||||
|
2024
Q1 | $119K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $25.7K | Sell |
|
|||||
|
2023
Q2 | $48.1K | Hold |
|
|||||
|
2023
Q1 | $47.4K | Buy |
|
|||||
|
2022
Q4 | $36K | Sell |
|
|||||
|
2022
Q3 | $113K | Buy |
|
|||||
|
2022
Q2 | $122K | Buy |
|
|||||
|
2022
Q1 | $133K | Sell |
|
|||||
|
2021
Q4 | $286K | Buy |
|