Bartlett & Co’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
Q4
$149K Buy
2023
Q3
$134K Buy
2023
Q2
$141K Buy
2023
Q1
$131K Hold
2022
Q4
$120K Sell
2022
Q3
$561K Buy
2022
Q2
$580K Buy
2022
Q1
$608K Buy
2021
Q4
$395K Buy
2021
Q3
$319K Buy