United Asset Strategies’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 | $347K | Sell |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $237K | Buy |
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