United Capital Financial Advisors’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 | $1.48M | Buy |
|
|||||
|
2025
Q2 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $414K | Hold |
|
|||||
|
2024
Q4 | $386K | Buy |
|
|||||
|
2024
Q3 | $423K | Buy |
|
|||||
|
2024
Q2 | $392K | Sell |
|
|||||
|
2024
Q1 | $592K | Buy |
|
|||||
|
2023
Q4 | $385K | Sell |
|
|||||
|
2023
Q3 | $409K | Sell |
|
|||||
|
2023
Q2 | $788K | Sell |
|
|||||
|
2023
Q1 | $815K | Sell |
|
|||||
|
2022
Q4 | $766K | Buy |
|
|||||
|
2022
Q3 | $513K | Buy |
|
|||||
|
2022
Q2 | $468K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $212K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $263K | Sell |
|
|||||
|
2020
Q4 | $292K | Buy |
|
|||||
|
2020
Q3 | $250K | Buy |
|
|||||
|
2020
Q2 | $202K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $215K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $303K | Buy |
|
|||||
|
2019
Q1 | $249K | Buy |
|