Spire Wealth Management’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 | $6.97K | Hold |
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|
2025
Q2 | $6.69K | Sell |
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|
2025
Q1 | $47.8K | Hold |
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|
2024
Q4 | $44.5K | Hold |
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|
2024
Q3 | $49.2K | Sell |
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|
2024
Q2 | $98.6K | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $76K | Sell |
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|
2022
Q3 | $89K | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $330K | Buy |
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