Valeo 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 | $805K | Hold |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $957K | Buy |
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|
2024
Q4 | $771K | Hold |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $826K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q4 | $64K | Buy |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $51K | Buy |
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|
2020
Q1 | $13K | Buy |
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