Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $15.9M | Sell |
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2019
Q3 | $15.5M | Buy |
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2019
Q2 | $11M | Buy |
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2019
Q1 | $9.09M | Buy |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $173K | Hold |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $25K | Buy |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $18K | Buy |
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