Horst & Graben 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 | $905K | Buy |
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|
2025
Q2 | $541K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $852K | Buy |
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $893K | Sell |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $725K | Buy |
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