Grand 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 | $13.7K | Hold |
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|
2025
Q2 | $13.1K | Hold |
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|
2025
Q1 | $12K | Hold |
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|
2024
Q4 | $11.2K | Buy |
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|
2024
Q3 | $11.3K | Hold |
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|
2024
Q2 | $10.6K | Sell |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $190K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $171K | Sell |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $179K | Buy |
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