IFP 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 | $561K | Sell |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $2.85M | Hold |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $159K | Buy |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $100K | Buy |
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|
2019
Q4 | $0 | Sell |
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|
2019
Q3 | $5K | Buy |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Sell |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $30K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9K | Buy |
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