Johnson Financial Group LLC (Colorado)’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 | $1.52M | Hold |
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|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.56M | Hold |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.56M | Hold |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $598K | Hold |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $824K | Hold |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $729K | Sell |
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|
2020
Q2 | $722K | Sell |
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|
2020
Q1 | $694K | Buy |
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|
2019
Q4 | $821K | Hold |
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|
2019
Q3 | $766K | Buy |
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|
2019
Q2 | $740K | Hold |
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|
2019
Q1 | $727K | Hold |
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|
2018
Q4 | $660K | Buy |
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