Onyx Bridge Wealth 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 | $716K | Buy |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $288K | Buy |
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