Integris 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 | $3.96M | Sell |
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|
2025
Q2 | $3.86M | Sell |
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|
2025
Q1 | $3.59M | Hold |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.59M | Buy |
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