Frontier Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,904
Closed -$268K 302
2019
Q4
$268K Hold
3,904
0.04% 243
2019
Q3
$250K Buy
+3,904
New +$250K 0.04% 265