Wealth Dimensions Group’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 | $348K | Sell |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $639K | Hold |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $584K | Hold |
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|
2023
Q3 | $534K | Hold |
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|
2023
Q2 | $563K | Hold |
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|
2023
Q1 | $555K | Hold |
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|
2022
Q4 | $508K | Hold |
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|
2022
Q3 | $434K | Hold |
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|
2022
Q2 | $485K | Hold |
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|
2022
Q1 | $570K | Hold |
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|
2021
Q4 | $614K | Hold |
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|
2021
Q3 | $606K | Buy |
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