Key Financial 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
Q3 | $84.2K | Buy |
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|
2025
Q2 | $20.1K | Hold |
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|
2025
Q1 | $18.4K | Hold |
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|
2024
Q4 | $17.1K | Sell |
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|
2024
Q3 | $72.3K | Hold |
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|
2024
Q2 | $67.7K | Hold |
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|
2024
Q1 | $68.6K | Hold |
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|
2023
Q4 | $64.9K | Hold |
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|
2023
Q3 | $59.4K | Hold |
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|
2023
Q2 | $62.6K | Buy |
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|
2023
Q1 | $55.8K | Buy |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Buy |
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