Kelman-Lazarov Inc’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
Q2 | $407K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $525K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $768K | Buy |
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|
2021
Q2 | $593K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $230K | Sell |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $256K | Buy |
|