Meristem Family Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,864
Closed -$228K 362
2021
Q4
$228K Hold
2,864
0.02% 342
2021
Q3
$224K Buy
+2,864
New +$224K 0.02% 366