Frisch Financial 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 | $585K | Sell |
|
|||||
|
2025
Q1 | $536K | Sell |
|
|||||
|
2024
Q4 | $504K | Sell |
|
|||||
|
2024
Q3 | $656K | Sell |
|
|||||
|
2024
Q2 | $657K | Sell |
|
|||||
|
2024
Q1 | $717K | Hold |
|
|||||
|
2023
Q4 | $678K | Sell |
|
|||||
|
2023
Q3 | $623K | Sell |
|
|||||
|
2023
Q2 | $1.24M | Sell |
|
|||||
|
2023
Q1 | $1.9M | Sell |
|
|||||
|
2022
Q4 | $2.03M | Buy |
|
|||||
|
2022
Q3 | $1.62M | Sell |
|
|||||
|
2022
Q2 | $1.86M | Sell |
|
|||||
|
2022
Q1 | $2.2M | Buy |
|
|||||
|
2021
Q4 | $2.27M | Buy |
|
|||||
|
2021
Q3 | $2.06M | Buy |
|
|||||
|
2021
Q2 | $2.04M | Buy |
|
|||||
|
2021
Q1 | $1.94M | Buy |
|
|||||
|
2020
Q4 | $1.83M | Buy |
|
|||||
|
2020
Q3 | $1.46M | Hold |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | $1.21M | Buy |
|