Boston Financial 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
2024
Q3
Sell
2024
Q2
$258K Hold
2024
Q1
$262K Sell
2023
Q4
$272K Sell
2023
Q3
$264K Sell
2023
Q2
$313K Sell
2023
Q1
$343K Sell
2022
Q4
$684K Sell
2022
Q3
$597K Sell
2022
Q2
$694K Buy
2022
Q1
$419K Buy
2021
Q4
$426K Hold
2021
Q3
$420K Buy