Birch Hill Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
8,626
+145
| +2% | +$12.9K | 0.03% | 122 |
|
|
2025
Q1 | $693K | Sell |
8,481
-492
| -5% | -$40.2K | 0.03% | 122 |
|
|
2024
Q4 | $683K | Buy |
8,973
+505
| +6% | +$38.5K | 0.03% | 124 |
|
|
2024
Q3 | $713K | Hold |
8,468
| – | – | 0.03% | 121 |
|
|
2024
Q2 | $667K | Buy |
8,468
+312
| +4% | +$24.6K | 0.03% | 119 |
|
|
2024
Q1 | $652K | Buy |
+8,156
| New | +$652K | 0.03% | 116 |
|