Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.48M | Buy |
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|
2023
Q3 | $4.87M | Buy |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $5.09M | Sell |
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|
2022
Q4 | $4.75M | Buy |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $4.02M | Buy |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $4.06M | Buy |
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|
2021
Q3 | $3.96M | Sell |
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|
2021
Q2 | $4.63M | Buy |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $2.46M | Buy |
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|
2019
Q3 | $2.17M | Buy |
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|
2019
Q2 | $2M | Buy |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $940K | Buy |
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|
2017
Q2 | $844K | Buy |
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|
2017
Q1 | $433K | Buy |
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