Western Wealth Management’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 | $813K | Hold |
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|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $579K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $344K | Buy |
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