Schneider Downs Wealth Management 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 | $1.25M | Buy |
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2025
Q1 | $999K | Buy |
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2024
Q4 | $876K | Buy |
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2024
Q3 | $880K | Sell |
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2024
Q2 | $1.11M | Hold |
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2024
Q1 | $1.13M | Sell |
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2023
Q4 | $1.09M | Buy |
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2023
Q3 | $552K | Buy |
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2023
Q2 | $579K | Buy |
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2023
Q1 | $566K | Sell |
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2022
Q4 | $544K | Buy |
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2022
Q3 | $361K | Buy |
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2022
Q2 | $397K | Buy |
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2022
Q1 | $464K | Hold |
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2021
Q4 | $500K | Buy |
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2021
Q3 | $475K | Buy |
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2021
Q2 | $450K | Buy |
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2021
Q1 | $420K | Buy |
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2020
Q4 | $394K | Sell |
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2020
Q3 | $606K | Buy |
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2020
Q2 | $575K | Buy |
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2020
Q1 | $502K | Buy |
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