Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $267K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $941K | Buy |
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|
2021
Q2 | $908K | Sell |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $796K | Sell |
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|
2020
Q3 | $718K | Buy |
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|
2020
Q2 | $585K | Buy |
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|
2020
Q1 | $508K | Sell |
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|
2019
Q4 | $850K | Buy |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Buy |
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