O'Brien 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
Q2 | $328K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $6.64M | Buy |
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|
2021
Q4 | $7.45M | Buy |
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|
2021
Q3 | $5.87M | Buy |
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|
2021
Q2 | $5.32M | Buy |
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|
2021
Q1 | $4.9M | Buy |
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|
2020
Q4 | $3.94M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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