New England Private 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
Q2 | $439K | Buy |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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