VisionPoint Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-682
| Closed | -$51.7K | – | 238 |
|
|
2024
Q4 | $51.7K | Buy |
+682
| New | +$51.7K | 0.02% | 294 |
|
|
2024
Q3 | – | Sell |
-682
| Closed | -$53.7K | – | 405 |
|
|
2024
Q2 | $53.7K | Hold |
682
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $54.5K | Hold |
682
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $51.5K | Buy |
+682
| New | +$51.5K | 0.02% | 236 |
|
|
2023
Q3 | – | Sell |
-682
| Closed | -$49.7K | – | 725 |
|
|
2023
Q2 | $49.7K | Buy |
+682
| New | +$49.7K | 0.02% | 211 |
|