SOA Wealth 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 | $2.71M | Sell |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $5.48M | Sell |
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|
2024
Q3 | $6.17M | Sell |
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|
2024
Q2 | $5.9M | Sell |
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|
2024
Q1 | $6.11M | Sell |
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|
2023
Q4 | $5.84M | Sell |
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|
2023
Q3 | $5.51M | Buy |
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|
2023
Q2 | $5.75M | Sell |
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|
2023
Q1 | $5.67M | Sell |
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|
2022
Q4 | $5.39M | Sell |
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|
2022
Q3 | $7.57M | Buy |
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|
2022
Q2 | $8.12M | Buy |
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|
2022
Q1 | $8.69M | Sell |
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|
2021
Q4 | $9.55M | Buy |
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|
2021
Q3 | $9.19M | Buy |
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|
2021
Q2 | $9.11M | Sell |
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|
2021
Q1 | $8.81M | Sell |
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|
2020
Q4 | $8.79M | Buy |
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