JFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $615K | Hold |
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|
2024
Q3 | $680K | Hold |
|
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $715K | Buy |
|
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|
2023
Q4 | $675K | Hold |
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|
2023
Q3 | $618K | Hold |
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|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $587K | Buy |
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