Aufman Associates’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 | $607K | Buy |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $389K | Buy |
|