First Foundation Advisors’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 | $569K | Buy |
|
|||||
|
2025
Q1 | $463K | Sell |
|
|||||
|
2024
Q4 | $589K | Buy |
|
|||||
|
2024
Q3 | $564K | Buy |
|
|||||
|
2024
Q2 | $472K | Hold |
|
|||||
|
2024
Q1 | $478K | Sell |
|
|||||
|
2023
Q4 | $514K | Sell |
|
|||||
|
2023
Q3 | $574K | Buy |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $350K | Hold |
|
|||||
|
2022
Q4 | $320K | Buy |
|
|||||
|
2022
Q3 | $222K | Buy |
|