WealthShield 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 | $2.4M | Buy |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $5.12M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $7K | Buy |
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