Fingerlakes Wealth Management’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 | $402K | Buy |
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|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $235K | Buy |
|