HB 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 | $8.38M | Buy |
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|
2025
Q2 | $7.76M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $938K | Buy |
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|
2023
Q3 | $832K | Buy |
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|
2023
Q2 | $875K | Buy |
|
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|
2023
Q1 | $848K | Sell |
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|
2022
Q4 | $892K | Buy |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.07M | Buy |
|