Wealth Alliance’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 | $401K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $898K | Sell |
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|
2021
Q3 | $924K | Buy |
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|
2021
Q2 | $647K | Buy |
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