Curtis Advisory 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
2025
Q2
$544K Hold
2025
Q1
$498K Hold
2024
Q4
$464K Sell
2024
Q3
$570K Sell
2024
Q2
$707K Sell
2024
Q1
$728K Buy
2023
Q4
$550K Hold
2023
Q3
$503K Sell
2023
Q2
$603K Buy
2023
Q1
$218K Buy