Brighton Jones LLC’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 | $1.02M | Buy |
11,467
+1,145
| +11% | +$102K | 0.03% | 311 |
|
|
2025
Q1 | $843K | Sell |
10,322
-19
| -0.2% | -$1.55K | 0.03% | 290 |
|
|
2024
Q4 | $787K | Buy |
10,341
+1,249
| +14% | +$95.1K | 0.02% | 300 |
|
|
2024
Q3 | $765K | Sell |
9,092
-705
| -7% | -$59.3K | 0.03% | 253 |
|
|
2024
Q2 | $772K | Buy |
9,797
+263
| +3% | +$20.7K | 0.03% | 267 |
|
|
2024
Q1 | $762K | Sell |
9,534
-632
| -6% | -$50.5K | 0.03% | 268 |
|
|
2023
Q4 | $768K | Buy |
10,166
+5,162
| +103% | +$390K | 0.03% | 244 |
|
|
2023
Q3 | $346K | Buy |
5,004
+542
| +12% | +$37.5K | 0.02% | 370 |
|
|
2023
Q2 | $325K | Sell |
4,462
-611
| -12% | -$44.6K | 0.02% | 379 |
|
|
2023
Q1 | $364K | Buy |
+5,073
| New | +$364K | 0.02% | 344 |
|