JMG Financial Group’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 | $2.97M | Hold |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.81M | Hold |
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|
2024
Q1 | $2.85M | Hold |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $812K | Hold |
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|
2023
Q1 | $800K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $376K | Buy |
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