Stratos Wealth Partners’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 | $1.27M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $915K | Buy |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $709K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $70K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $35K | Buy |
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