Milestone Investment 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 | $502K | Hold |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $287K | Buy |
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