Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $490 | Hold |
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|
2024
Q4 | $457 | Hold |
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|
2024
Q3 | $505 | Hold |
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|
2024
Q2 | $473 | Hold |
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|
2024
Q1 | $477 | Hold |
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|
2023
Q4 | $453 | Sell |
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|
2023
Q3 | $8.17K | Hold |
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|
2023
Q2 | $8.74K | Buy |
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|
2023
Q1 | $7.61K | Hold |
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|
2022
Q4 | $6.9K | Hold |
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|
2022
Q3 | $6.03K | Buy |
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|
2022
Q2 | $5.47K | Hold |
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|
2022
Q1 | $6.47K | Sell |
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|
2021
Q4 | $13.5K | Hold |
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|
2021
Q3 | $13.4K | Buy |
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|
2021
Q2 | $9.6K | Buy |
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|
2021
Q1 | $4.69K | Buy |
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