Canandaigua National Bank & Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Canandaigua National Bank & Trust’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.56M	Sell
2025 Q2	$3.57M	Sell
2025 Q1	$3.42M	Sell
2024 Q4	$3.21M	Sell
2024 Q3	$3.7M	Buy
2019 Q1	–	Sell
2018 Q4	$353K	Buy