Lowe Wealth 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 | $39K | Buy |
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|
2025
Q2 | $31.2K | Hold |
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|
2025
Q1 | $28.6K | Hold |
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|
2024
Q4 | $26.6K | Hold |
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|
2024
Q3 | $29.5K | Hold |
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|
2024
Q2 | $27.6K | Hold |
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|
2024
Q1 | $28K | Sell |
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|
2023
Q4 | $30.2K | Hold |
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|
2023
Q3 | $27.7K | Sell |
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|
2023
Q2 | $51.1K | Sell |
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|
2023
Q1 | $59.1K | Sell |
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|
2022
Q4 | $65.7K | Hold |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $94K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $88K | Buy |
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