New England Guild Wealth Advisors’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
2022
Q4
$399K Sell
2022
Q3
$469K Sell
2022
Q2
$554K Buy
2022
Q1
$641K Sell
2021
Q4
$836K Buy
2021
Q3
$741K Hold
2021
Q2
$747K Sell
2021
Q1
$1.02M Buy
2020
Q4
$834K Buy