Valley National Advisers’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 | $448K | Buy |
|
|||||
|
2025
Q2 | $373K | Buy |
|
|||||
|
2025
Q1 | $330K | Buy |
|
|||||
|
2024
Q4 | $296K | Sell |
|
|||||
|
2024
Q3 | $343K | Sell |
|
|||||
|
2024
Q2 | $417K | Sell |
|
|||||
|
2024
Q1 | $424K | Buy |
|
|||||
|
2023
Q4 | $380K | Buy |
|
|||||
|
2023
Q3 | $325K | Sell |
|
|||||
|
2023
Q2 | $353K | Sell |
|
|||||
|
2023
Q1 | $372K | Sell |
|
|||||
|
2022
Q4 | $355K | Sell |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $368K | Buy |
|
|||||
|
2022
Q1 | $416K | Buy |
|
|||||
|
2021
Q4 | $438K | Buy |
|
|||||
|
2021
Q3 | $365K | Buy |
|
|||||
|
2021
Q2 | $228K | Buy |
|
|||||
|
2021
Q1 | $213K | Buy |
|
|||||
|
2020
Q4 | $119K | Buy |
|
|||||
|
2020
Q3 | $91K | Buy |
|
|||||
|
2020
Q2 | $51K | Hold |
|
|||||
|
2020
Q1 | $45K | Buy |
|
|||||
|
2019
Q4 | $55K | Sell |
|
|||||
|
2019
Q3 | $54K | Buy |
|
|||||
|
2019
Q2 | $15K | Hold |
|
|||||
|
2019
Q1 | $15K | Buy |
|