Ballentine Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ballentine Partners’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$538K	Hold
2025 Q4	$535K	Hold
2025 Q3	$523K	Hold
2025 Q2	$502K	Hold
2025 Q1	$459K	Hold
2024 Q4	$428K	Hold
2024 Q3	$473K	Hold
2024 Q2	$443K	Buy