SVA 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
2020
Q4
$1.92M Buy
2020
Q3
$1.44M Sell
2020
Q2
$1.43M Buy
2020
Q1
$1.24M Buy
2019
Q4
$1.52M Buy
2019
Q3
$1.3M Sell
2019
Q2
$1.36M Buy
2019
Q1
$1.26M Buy