Wealthspire Advisors (New York)’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
Q2 | $10.5M | Sell |
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|
2025
Q1 | $9.69M | Sell |
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|
2024
Q4 | $9.11M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $340K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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