Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$237K	Buy
2023 Q4	$221K	Buy
2022 Q4	$670K	Buy
2022 Q3	$288K	Sell
2022 Q2	$338K	Sell
2022 Q1	$430K	Buy
2021 Q3	$286K	Buy
2021 Q2	$246K	Buy
2021 Q1	$172K	Buy