Baldrige Asset 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
2023
Q1
$595K Buy
2022
Q4
$532K Sell
2022
Q3
$502K Buy
2022
Q2
$541K Buy
2022
Q1
$234K Sell
2021
Q4
$372K Buy
2021
Q3
$293K Buy
2021
Q2
$183K Buy