Montecito Bank & Trust’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
Q3 | $2.84M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.14M | Hold |
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|
2024
Q2 | $2.01M | Hold |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $576K | Hold |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $540K | Hold |
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|
2021
Q1 | $519K | Buy |
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