Lake Street Advisors 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $16.6M | Sell |
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2024
Q3 | $18.7M | Sell |
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2024
Q2 | $19.5M | Buy |
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2024
Q1 | $19.8M | Sell |
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2023
Q4 | $20.2M | Buy |
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2023
Q3 | $18M | Sell |
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2023
Q2 | $19.1M | Buy |
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2023
Q1 | $16.1M | Buy |
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2022
Q4 | $14.3M | Sell |
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2022
Q3 | $12.3M | Buy |
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2022
Q2 | $11.9M | Buy |
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2022
Q1 | $11.8M | Buy |
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2021
Q4 | $10.3M | Buy |
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2021
Q3 | $10.1M | Sell |
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2021
Q2 | $10.5M | Buy |
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2021
Q1 | $6.28M | Sell |
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2020
Q4 | $6.05M | Sell |
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2020
Q3 | $5.36M | Buy |
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2020
Q2 | $4.73M | Buy |
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2020
Q1 | $3.93M | Buy |
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