Gemmer Asset Management’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 | $334K | Buy |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $380K | Hold |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $283K | Buy |
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