Physician Wealth 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 | $328K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $421K | Buy |
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