SFG
Sage Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
6,591
-8
| -0.1% | -$714 | 0.04% | 62 |
|
|
2025
Q1 | $539K | Buy |
6,599
+188
| +3% | +$15.4K | 0.04% | 65 |
|
|
2024
Q4 | $488K | Buy |
6,411
+119
| +2% | +$9.06K | 0.04% | 71 |
|
|
2024
Q3 | $530K | Buy |
6,292
+21
| +0.3% | +$1.77K | 0.04% | 66 |
|
|
2024
Q2 | $494K | Buy |
6,271
+583
| +10% | +$45.9K | 0.04% | 65 |
|
|
2024
Q1 | $455K | Buy |
5,688
+999
| +21% | +$79.8K | 0.04% | 74 |
|
|
2023
Q4 | $354K | Sell |
4,689
-228
| -5% | -$17.2K | 0.03% | 82 |
|
|
2023
Q3 | $340K | Buy |
4,917
+157
| +3% | +$10.9K | 0.04% | 78 |
|
|
2023
Q2 | $347K | Buy |
4,760
+261
| +6% | +$19K | 0.04% | 76 |
|
|
2023
Q1 | $323K | Sell |
4,499
-843
| -16% | -$60.6K | 0.04% | 81 |
|
|
2022
Q4 | $351K | Buy |
5,342
+78
| +1% | +$5.13K | 0.04% | 76 |
|
|
2022
Q3 | $295K | Buy |
5,264
+933
| +22% | +$52.3K | 0.04% | 74 |
|
|
2022
Q2 | $272K | Buy |
+4,331
| New | +$272K | 0.04% | 76 |
|