SageView Advisory Group’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 | $3.4M | Sell |
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|
2025
Q2 | $3.25M | Buy |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $5.51M | Buy |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $4.95M | Sell |
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|
2023
Q1 | $5.07M | Sell |
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|
2022
Q4 | $4.84M | Buy |
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