Sequoia Financial 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
Q3 | $956K | Buy |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $460K | Buy |
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