Ferguson Wellman 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
2026
Q1
$2.56M Buy
2021
Q1
Sell
2020
Q4
$633K Buy
2020
Q3
$468K Buy
2020
Q2
$388K Buy
2020
Q1
$338K Buy
2019
Q4
$380K Sell
2019
Q3
$431K Buy
2019
Q2
$402K Buy
2019
Q1
$335K Buy
2018
Q4
$223K Buy