Summit Wealth Group’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
Q2 | $1.66M | Sell |
|
|||||
|
2025
Q1 | $1.55M | Buy |
|
|||||
|
2024
Q4 | $1.39M | Buy |
|
|||||
|
2024
Q3 | $1.48M | Buy |
|
|||||
|
2024
Q2 | $1.33M | Sell |
|
|||||
|
2024
Q1 | $1.38M | Buy |
|
|||||
|
2023
Q4 | $1.3M | Buy |
|
|||||
|
2023
Q3 | $1.18M | Buy |
|
|||||
|
2023
Q2 | $1.24M | Sell |
|
|||||
|
2023
Q1 | $36K | Buy |
|
|||||
|
2022
Q4 | $2.38M | Buy |
|
|||||
|
2022
Q3 | $2.01M | Buy |
|
|||||
|
2022
Q2 | $2M | Buy |
|
|||||
|
2022
Q1 | $2.29M | Buy |
|
|||||
|
2021
Q4 | $2.16M | Buy |
|
|||||
|
2021
Q3 | $923K | Buy |
|
|||||
|
2021
Q2 | $677K | Buy |
|
|||||
|
2021
Q1 | $178K | Buy |
|