Johnson Financial Group Inc (Wisconsin)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
2,058
+620
| +43% | +$55.3K | 0.01% | 317 |
|
|
2025
Q1 | $117K | Sell |
1,438
-219
| -13% | -$17.9K | 0.01% | 443 |
|
|
2024
Q4 | $132K | Buy |
1,657
+12
| +0.7% | +$954 | 0.01% | 340 |
|
|
2024
Q3 | $138K | Hold |
1,645
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $130K | Sell |
1,645
-21
| -1% | -$1.65K | 0.01% | 360 |
|
|
2024
Q1 | $133K | Buy |
1,666
+547
| +49% | +$43.7K | 0.01% | 335 |
|
|
2023
Q4 | $84.5K | Sell |
1,119
-945
| -46% | -$71.4K | ﹤0.01% | 398 |
|
|
2023
Q3 | $143K | Buy |
2,064
+1,630
| +376% | +$113K | 0.01% | 276 |
|
|
2023
Q2 | $31.7K | Buy |
+434
| New | +$31.7K | ﹤0.01% | 451 |
|