Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $620K | Buy |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $578K | Buy |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $407K | Buy |
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|
2018
Q4 | $250K | Buy |
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|
2018
Q3 | $161K | Buy |
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|
2018
Q2 | $51K | Buy |
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|
2018
Q1 | $52K | Buy |
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