JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.98M | Buy |
|
|||||
|
2023
Q2 | $8.21M | Sell |
|
|||||
|
2023
Q1 | $8.46M | Sell |
|
|||||
|
2022
Q4 | $10.1M | Buy |
|
|||||
|
2022
Q3 | $3.88M | Buy |
|
|||||
|
2022
Q2 | $4.04M | Sell |
|
|||||
|
2022
Q1 | $4.93M | Buy |
|
|||||
|
2021
Q4 | $4.15M | Buy |
|
|||||
|
2021
Q3 | $4M | Buy |
|
|||||
|
2021
Q2 | $1.24M | Buy |
|
|||||
|
2021
Q1 | $533K | Buy |
|
|||||
|
2020
Q4 | $503K | Buy |
|
|||||
|
2020
Q3 | $437K | Sell |
|
|||||
|
2020
Q2 | $453K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $239K | Hold |
|
|||||
|
2019
Q3 | $223K | Sell |
|
|||||
|
2019
Q2 | $318K | Buy |
|
|||||
|
2019
Q1 | $312K | Buy |
|