GPS Wealth Strategies Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,868
-56
| -2% | -$5K | 0.03% | 288 |
|
|
2025
Q1 | $239K | Buy |
2,924
+25
| +0.9% | +$2.04K | 0.03% | 283 |
|
|
2024
Q4 | $221K | Sell |
2,899
-11
| -0.4% | -$838 | 0.03% | 283 |
|
|
2024
Q3 | $245K | Buy |
2,910
+254
| +10% | +$21.4K | 0.03% | 273 |
|
|
2024
Q2 | $209K | Buy |
2,656
+2,378
| +855% | +$187K | 0.03% | 257 |
|
|
2024
Q1 | $22.2K | Hold |
278
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $21K | Sell |
278
-71
| -20% | -$5.36K | ﹤0.01% | 685 |
|
|
2023
Q3 | $24.1K | Hold |
349
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $25.5K | Hold |
349
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $25.1K | Buy |
+349
| New | +$25.1K | 0.01% | 642 |
|