Jones Financial Companies’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
$14.7M Buy
2025
Q1
$12.3M Buy
2024
Q4
$9.88M Buy
2024
Q3
$9.7M Buy
2024
Q2
$7.72M Buy
2024
Q1
$7.06M Buy
2023
Q4
$5.83M Buy
2023
Q3
$5.17M Buy
2023
Q2
$5.01M Buy
2023
Q1
$4.47M Buy
2022
Q4
$3.74M Buy
2022
Q3
$2.09M Buy
2022
Q2
$1.75M Buy
2022
Q1
$1.51M Buy
2021
Q4
$366K Buy