Austin Private Wealth’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
$426K Buy
2025
Q2
$406K Buy
2023
Q4
Sell
2023
Q3
$463K Sell
2023
Q2
$684K Buy
2023
Q1
$643K Buy
2022
Q4
$548K Sell
2022
Q3
$468K Buy
2022
Q2
$520K Buy
2022
Q1
$498K Sell
2021
Q4
$941K Buy
2021
Q3
$767K Buy
2021
Q2
$434K Buy
2021
Q1
$377K Buy
2020
Q4
Sell
2020
Q3
$433K Buy