LifePlan Financial 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
2020
Q3
$90K Hold
2020
Q2
$85K Hold
2020
Q1
$75K Hold
2019
Q4
$97K Hold
2019
Q3
$90K Hold
2019
Q2
$91K Hold
2019
Q1
$89K Buy
2018
Q4
$31K Buy