Omega Financial Group’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 | $1.3M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $972K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $978K | Sell |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $916K | Sell |
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|
2023
Q3 | $842K | Sell |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $213K | Buy |
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