Bell Investment Advisors’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
Q2 | $787K | Buy |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $634K | Buy |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $202K | Buy |
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