Stephens Consulting’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 | $158K | Buy |
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|
2025
Q2 | $139K | Sell |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $58.1K | Buy |
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|
2022
Q2 | $56.5K | Buy |
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|
2022
Q1 | $66.1K | Sell |
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|
2021
Q4 | $71.6K | Buy |
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