WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $988K | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $965K | Buy |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $878K | Buy |
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|
2020
Q1 | $564K | Buy |
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|
2019
Q4 | $372K | Buy |
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