Pathway Financial 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 | $741K | Buy |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $244K | Buy |
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