North Star Investment Management’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 | $33K | Hold |
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|
2025
Q2 | $31.6K | Sell |
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|
2025
Q1 | $33.3K | Hold |
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|
2024
Q4 | $31.1K | Buy |
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|
2024
Q3 | $33.9K | Sell |
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|
2024
Q2 | $100K | Buy |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $95.3K | Buy |
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|
2023
Q3 | $86.9K | Hold |
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|
2023
Q2 | $91.6K | Buy |
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|
2023
Q1 | $89.7K | Hold |
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|
2022
Q4 | $82.1K | Buy |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $192K | Buy |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $26K | Buy |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $29K | Buy |
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|
2019
Q3 | $27K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $27K | Sell |
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|
2018
Q1 | $323K | Buy |
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