Levy Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.55M | Hold |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $856K | Buy |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $233K | Buy |
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