Coulter & Justus Financial Services’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
2024
Q1
Sell
2023
Q4
$309K Hold
2023
Q3
$283K Hold
2023
Q2
$298K Hold
2023
Q1
$294K Hold
2022
Q4
$269K Buy