SAG
SageView Advisory 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 | $3.25M | Buy |
36,542
+676
| +2% | +$60.1K | 0.12% | 98 |
|
|
2025
Q1 | $2.93M | Sell |
35,866
-21,028
| -37% | -$1.72M | 0.12% | 93 |
|
|
2024
Q4 | $4.33M | Buy |
56,894
+440
| +0.8% | +$33.5K | 0.19% | 70 |
|
|
2024
Q3 | $4.75M | Sell |
56,454
-3,101
| -5% | -$261K | 0.24% | 53 |
|
|
2024
Q2 | $4.69M | Buy |
59,555
+53,606
| +901% | +$4.22M | 0.22% | 61 |
|
|
2024
Q1 | $324K | Sell |
5,949
-66,838
| -92% | -$3.64M | 0.02% | 395 |
|
|
2023
Q4 | $5.51M | Buy |
72,787
+6,220
| +9% | +$471K | 0.24% | 60 |
|
|
2023
Q3 | $4.6M | Sell |
66,567
-1,308
| -2% | -$90.4K | 0.26% | 54 |
|
|
2023
Q2 | $4.95M | Sell |
67,875
-2,640
| -4% | -$193K | 0.28% | 53 |
|
|
2023
Q1 | $5.07M | Sell |
70,515
-3,137
| -4% | -$225K | 0.32% | 47 |
|
|
2022
Q4 | $4.84M | Buy |
+73,652
| New | +$4.84M | 0.39% | 53 |
|