Leverty Financial Group’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 | $311K | Sell |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $616K | Buy |
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|
2021
Q4 | $18K | Buy |
|