1ST Source Bank’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 | $965K | Sell |
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|
2025
Q1 | $888K | Buy |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $825K | Sell |
|
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|
2024
Q2 | $778K | Buy |
|
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|
2024
Q1 | $781K | Buy |
|
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|
2023
Q4 | $720K | Sell |
|
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|
2023
Q3 | $660K | Buy |
|
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $651K | Buy |
|
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|
2022
Q4 | $584K | Buy |
|
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|
2022
Q3 | $289K | Sell |
|
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $324K | Buy |
|
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|
2021
Q4 | $238K | Hold |
|
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $205K | Buy |
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