Strategic Wealth Partners Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Strategic Wealth Partners Group’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$413K	Sell
2023 Q4	$469K	Sell
2023 Q3	$759K	Sell
2023 Q2	$807K	Buy
2023 Q1	$383K	Buy
2022 Q4	$334K	Buy
2022 Q3	$285K	Hold
2022 Q2	$319K	Buy
2022 Q1	$284K	Buy
2021 Q4	$255K	Buy