Facet Wealth Inc’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 | $6.8M | Sell |
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|
2025
Q1 | $6.82M | Buy |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.25M | Buy |
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.28M | Buy |
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