Wealthcare Advisory 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
Q3 | $1.14M | Buy |
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|
2025
Q2 | $989K | Sell |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $933K | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $41K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $3K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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