Colony Group’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
2022
Q2
Sell
2022
Q1
$322K Hold
2021
Q4
$347K Hold
2021
Q3
$343K Sell
2021
Q2
$518K Hold
2021
Q1
$498K Sell
2020
Q4
$519K Buy
2020
Q3
$266K Hold
2020
Q2
$254K Buy
2020
Q1
Sell
2019
Q4
$321K Buy
2019
Q3
$287K Hold
2019
Q2
$288K Hold
2019
Q1
$283K Buy
2018
Q4
Sell
2018
Q3
$300K Buy