Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Hold |
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|
2025
Q2 | $153K | Hold |
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|
2025
Q1 | $140K | Sell |
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|
2024
Q4 | $153K | Sell |
|
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|
2024
Q3 | $170K | Buy |
|
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|
2024
Q2 | $156K | Buy |
|
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $149K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $319K | Buy |
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