HAG
HF Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
11,773
-1,196
| -9% | -$107K | 0.42% | 87 |
|
|
2025
Q1 | $1.06M | Buy |
12,969
+1,370
| +12% | +$112K | 0.46% | 87 |
|
|
2024
Q4 | $883K | Buy |
11,599
+1,312
| +13% | +$99.9K | 0.41% | 89 |
|
|
2024
Q3 | $866K | Buy |
10,287
+348
| +4% | +$29.3K | 0.4% | 93 |
|
|
2024
Q2 | $783K | Buy |
9,939
+1,855
| +23% | +$146K | 0.4% | 91 |
|
|
2024
Q1 | $646K | Buy |
8,084
+1,150
| +17% | +$91.9K | 0.36% | 95 |
|
|
2023
Q4 | $524K | Buy |
6,934
+266
| +4% | +$20.1K | 0.33% | 98 |
|
|
2023
Q3 | $461K | Sell |
6,668
-173
| -3% | -$12K | 0.34% | 94 |
|
|
2023
Q2 | $499K | Buy |
6,841
+140
| +2% | +$10.2K | 0.39% | 83 |
|
|
2023
Q1 | $481K | Buy |
6,701
+412
| +7% | +$29.6K | 0.43% | 79 |
|
|
2022
Q4 | $413K | Buy |
+6,289
| New | +$413K | 0.42% | 81 |
|