CGN 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
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $968K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $595K | Buy |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $582K | Buy |
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