Ballentine 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
Q3
$523K Hold
2025
Q2
$502K Hold
2025
Q1
$459K Hold
2024
Q4
$428K Hold
2024
Q3
$473K Hold
2024
Q2
$443K Buy