Sage Mountain Advisors’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 | $13K | Hold |
146
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $11.9K | Hold |
146
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $11.1K | Hold |
146
| – | – | ﹤0.01% | 457 |
|
|
2024
Q3 | $12.3K | Hold |
146
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $11.5K | Hold |
146
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $11.7K | Buy |
146
+19
| +15% | +$1.52K | ﹤0.01% | 386 |
|
|
2023
Q4 | $9.59K | Buy |
+127
| New | +$9.59K | ﹤0.01% | 335 |
|