World Investment Advisors’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 | $539K | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $213K | Buy |
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