IAG Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Hold |
765
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $62.5K | Hold |
765
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $58.2K | Hold |
765
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $64.4K | Hold |
765
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $60.3K | Hold |
765
| – | – | 0.01% | 165 |
|
|
2024
Q1 | $61.1K | Hold |
765
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $57.8K | Hold |
765
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $52.9K | Sell |
765
-129
| -14% | -$8.92K | 0.01% | 147 |
|
|
2023
Q2 | $65.2K | Hold |
894
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $64.2K | Hold |
894
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $58.8K | Hold |
894
| – | – | 0.02% | 128 |
|
|
2022
Q3 | $50K | Hold |
894
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $56K | Buy |
894
+485
| +119% | +$30.4K | 0.02% | 119 |
|
|
2022
Q1 | $30K | Hold |
409
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $32K | Hold |
409
| – | – | 0.01% | 174 |
|
|
2021
Q3 | $33K | Hold |
409
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $33K | Hold |
409
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $32K | Hold |
409
| – | – | 0.01% | 149 |
|
|
2020
Q4 | $30K | Hold |
409
| – | – | 0.01% | 142 |
|
|
2020
Q3 | $26K | Hold |
409
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $25K | Buy |
+409
| New | +$25K | 0.01% | 144 |
|