Wescott Financial Advisory 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
Q2 | $1.09M | Buy |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $964K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $209K | Buy |
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