NewEdge Wealth’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
$253K Hold
2025
Q2
$241K Buy
2025
Q1
$220K Sell
2024
Q4
$210K Buy
2024
Q3
$206K Buy
2024
Q1
Sell
2023
Q4
$209K Sell
2023
Q3
$214K Buy
2023
Q2
$225K Buy
2023
Q1
$216K Buy