Laurel Wealth Planning’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 | $8.18M | Sell |
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|
2025
Q1 | $7.81M | Buy |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $7.68M | Sell |
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|
2024
Q2 | $7.89M | Sell |
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|
2024
Q1 | $8.87M | Sell |
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|
2023
Q4 | $9.13M | Sell |
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|
2023
Q3 | $8.51M | Buy |
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|
2023
Q2 | $8.84M | Sell |
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|
2023
Q1 | $9.5M | Buy |
|
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|
2022
Q4 | $7.92M | Buy |
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|
2022
Q3 | $6.04M | Buy |
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|
2022
Q2 | $6.49M | Buy |
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|
2022
Q1 | $7.3M | Buy |
|
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|
2021
Q4 | $4.41M | Sell |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $4.18M | Buy |
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|
2021
Q1 | $3.54M | Sell |
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|
2020
Q4 | $3.68M | Buy |
|