Keel Point’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
$3.43M Buy
2025
Q1
$3.08M Hold
2024
Q4
$2.87M Buy
2024
Q3
$3.14M Hold
2024
Q2
$2.94M Buy
2024
Q1
$2.92M Hold
2023
Q4
$2.76M Buy
2023
Q3
$1.57M Buy
2021
Q3
Sell
2021
Q2
$790K Sell
2021
Q1
$826K Buy
2020
Q4
$720K Buy
2020
Q3
$621K Hold
2020
Q2
$593K Sell
2020
Q1
$543K Buy