Heritage Wealth Advisors’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 | $3.28M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $682K | Buy |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $22.7K | Buy |
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