Coldstream Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $895K | Hold |
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|
2023
Q2 | $944K | Hold |
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|
2023
Q1 | $930K | Sell |
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|
2022
Q4 | $887K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $734K | Buy |
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|
2021
Q2 | $740K | Buy |
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