Mission Wealth Management’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
Q2 | $37.1M | Sell |
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|
2025
Q1 | $34.9M | Buy |
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|
2024
Q4 | $29M | Buy |
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|
2024
Q3 | $31.2M | Buy |
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|
2024
Q2 | $27.9M | Sell |
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|
2024
Q1 | $29.6M | Buy |
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|
2023
Q4 | $24.1M | Buy |
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|
2023
Q3 | $20.2M | Buy |
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|
2023
Q2 | $19.3M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $9.03M | Buy |
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|
2022
Q1 | $9.9M | Buy |
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|
2021
Q4 | $7.67M | Buy |
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|
2021
Q3 | $6.59M | Buy |
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|
2021
Q2 | $6.51M | Buy |
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|
2021
Q1 | $6M | Buy |
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|
2020
Q4 | $5.39M | Buy |
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|
2020
Q3 | $4.59M | Buy |
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|
2020
Q2 | $4.04M | Buy |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $934K | Buy |
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|
2019
Q1 | $913K | Hold |
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|
2018
Q4 | $829K | Buy |
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|
2018
Q3 | $530K | Hold |
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|
2018
Q2 | $521K | Buy |
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