Cobblestone Capital 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
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $837K | Buy |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $314K | Buy |
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