Columbia Trust’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
2023
Q4
$486K Buy
2022
Q1
Sell
2021
Q4
$236K Hold
2021
Q3
$236K Sell
2021
Q2
$281K Sell
2021
Q1
$329K Hold
2020
Q4
$316K Buy
2020
Q2
$277K Buy