Beacon Pointe Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$513K Sell
7,471
-1,168
-14% -$80.2K 0.09% 158
2019
Q3
$554K Buy
+8,639
New +$554K 0.12% 146