NorthRock Partners’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
$1.82M Buy
2025
Q2
$1.23M Sell
2025
Q1
$1.18M Sell
2024
Q4
$1.24M Sell
2024
Q3
$1.52M Buy
2024
Q2
$1.14M Sell
2024
Q1
$1.62M Buy
2023
Q4
$1.43M Buy