Waypoint Wealth Partners’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
Q2 | $3.49M | Hold |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $3.4M | Sell |
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|
2024
Q2 | $3.34M | Sell |
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|
2024
Q1 | $3.41M | Hold |
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|
2023
Q4 | $3.22M | Sell |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.12M | Hold |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $4.08M | Sell |
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|
2022
Q3 | $3.82M | Sell |
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|
2022
Q2 | $8.03M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $4.85M | Buy |
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|
2021
Q3 | $4.74M | Sell |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $4.67M | Hold |
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|
2020
Q4 | $4.49M | Buy |
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