Harvest Group Wealth 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
2023
Q1
$1.05M Sell
2022
Q4
$963K Buy
2022
Q3
$838K Buy
2022
Q2
$815K Sell
2022
Q1
$1.07M Buy
2021
Q4
$103K Hold
2021
Q3
$102K Hold
2021
Q2
$103K Hold
2021
Q1
$103K Buy