PDS Planning’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 | $797K | Buy |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $204K | Buy |
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