Level Financial Advisors’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 | $729K | Sell |
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|
2025
Q2 | $809K | Hold |
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|
2025
Q1 | $741K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $627K | Hold |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $588K | Buy |
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