Planning Alternatives’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 | $1.42M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $935K | Sell |
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|
2022
Q3 | $912K | Buy |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $389K | Hold |
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|
2021
Q2 | $392K | Buy |
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