VERITY Wealth 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 | $682K | Hold |
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|
2025
Q2 | $654K | Hold |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $617K | Hold |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $554K | Hold |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $298K | Buy |
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