Peak Financial Management’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 | $781K | Buy |
|
|||||
|
2025
Q2 | $739K | Buy |
|
|||||
|
2025
Q1 | $666K | Sell |
|
|||||
|
2024
Q4 | $636K | Sell |
|
|||||
|
2024
Q3 | $769K | Sell |
|
|||||
|
2024
Q2 | $782K | Buy |
|
|||||
|
2024
Q1 | $792K | Buy |
|
|||||
|
2023
Q4 | $686K | Buy |
|
|||||
|
2023
Q3 | $599K | Buy |
|
|||||
|
2023
Q2 | $608K | Buy |
|
|||||
|
2023
Q1 | $501K | Sell |
|
|||||
|
2022
Q4 | $470K | Buy |
|
|||||
|
2022
Q3 | $385K | Buy |
|
|||||
|
2022
Q2 | $392K | Buy |
|
|||||
|
2022
Q1 | $345K | Buy |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2021
Q3 | $310K | Hold |
|
|||||
|
2021
Q2 | $312K | Sell |
|
|||||
|
2021
Q1 | $307K | Buy |
|
|||||
|
2020
Q4 | $287K | Buy |
|