Appleton Partners’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 | $398K | Sell |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $227K | Buy |
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