Jordan Park 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
$866K Hold
2025
Q2
$831K Sell
2025
Q1
$865K Sell
2024
Q4
$835K Buy
2024
Q3
$919K Hold
2024
Q2
$861K Buy
2024
Q1
$583K Sell
2023
Q4
$813K Buy
2023
Q3
$740K Buy
2023
Q2
$780K Buy
2023
Q1
$761K Sell
2022
Q4
$721K Buy
2022
Q3
$614K Buy
2022
Q2
$387K Buy