FAS 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 | $52.9K | Sell |
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|
2025
Q2 | $51.6K | Buy |
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|
2025
Q1 | $46.4K | Sell |
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|
2024
Q4 | $48.5K | Buy |
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|
2024
Q3 | $50.8K | Buy |
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|
2024
Q2 | $42.2K | Buy |
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|
2024
Q1 | $42.1K | Sell |
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|
2023
Q4 | $44.4K | Buy |
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|
2023
Q3 | $33.5K | Hold |
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|
2023
Q2 | $35.3K | Sell |
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|
2023
Q1 | $35.1K | Sell |
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|
2022
Q4 | $33.6K | Sell |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $15K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $18K | Buy |
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