Freestone Capital Holdings’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
Q3
$2.77M Buy
2022
Q1
Sell
2021
Q4
$260K Buy
2021
Q1
Sell
2020
Q4
$42.7K Hold
2020
Q3
$37.1K Buy