Frank Rimerman 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 | $478K | Hold |
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|
2025
Q1 | $438K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $451K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $405K | Hold |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $395K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $420K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $391K | Buy |
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