Moller Wealth Partners’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 | $533K | Hold |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $227K | Buy |
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