Great Valley Advisor Group’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 | $444K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $220K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $221K | Buy |
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