Kestra Private Wealth Services’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 | $251K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $724K | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $561K | Buy |
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