Silver Oak Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
3,312
+61
| +2% | +$5.43K | 0.14% | 56 |
|
|
2025
Q1 | $265K | Sell |
3,251
-500
| -13% | -$40.8K | 0.14% | 53 |
|
|
2024
Q4 | $285K | Buy |
3,751
+50
| +1% | +$3.8K | 0.15% | 49 |
|
|
2024
Q3 | $311K | Hold |
3,701
| – | – | 0.16% | 51 |
|
|
2024
Q2 | $291K | Buy |
3,701
+68
| +2% | +$5.35K | 0.16% | 50 |
|
|
2024
Q1 | $291K | Buy |
3,633
+105
| +3% | +$8.41K | 0.16% | 53 |
|
|
2023
Q4 | $267K | Buy |
3,528
+42
| +1% | +$3.18K | 0.16% | 53 |
|
|
2023
Q3 | $240K | Hold |
3,486
| – | – | 0.16% | 55 |
|
|
2023
Q2 | $254K | Hold |
3,486
| – | – | 0.17% | 50 |
|
|
2023
Q1 | $250K | Hold |
3,486
| – | – | 0.17% | 48 |
|
|
2022
Q4 | $229K | Buy |
+3,486
| New | +$229K | 0.16% | 51 |
|
|
2022
Q3 | – | Sell |
-3,486
| Closed | -$219K | – | 52 |
|
|
2022
Q2 | $219K | Hold |
3,486
| – | – | 0.16% | 53 |
|
|
2022
Q1 | $257K | Hold |
3,486
| – | – | 0.17% | 48 |
|
|
2021
Q4 | $277K | Buy |
+3,486
| New | +$277K | 0.18% | 47 |
|