WT 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 | $691K | Sell |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $279K | Buy |
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