OneDigital Investment 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
Q3 | $1.11M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $779K | Buy |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $74K | Buy |
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|
2019
Q1 | $57K | Buy |
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