Regal Investment 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
Q2 | $298K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $804K | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $410K | Buy |
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