Silver Oak 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
Q2 | $295K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $277K | Buy |
|