Glassman Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178 | Hold |
2
| – | – | ﹤0.01% | 176 |
|
|
2025
Q1 | $163 | Hold |
2
| – | – | ﹤0.01% | 205 |
|
|
2024
Q4 | $152 | Hold |
2
| – | – | ﹤0.01% | 172 |
|
|
2024
Q3 | $168 | Hold |
2
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $158 | Hold |
2
| – | – | ﹤0.01% | 188 |
|
|
2024
Q1 | $160 | Hold |
2
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $151 | Hold |
2
| – | – | ﹤0.01% | 1924 |
|
|
2023
Q3 | $138 | Sell |
2
-20
| -91% | -$1.38K | ﹤0.01% | 1947 |
|
|
2023
Q2 | $1.6K | Buy |
+22
| New | +$1.6K | ﹤0.01% | 1318 |
|