Parsec Financial 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
2023
Q1
$12.2M Buy
2022
Q4
$11.1M Sell
2022
Q3
$9.6M Buy
2022
Q2
$10.3M Sell
2022
Q1
$12.5M Buy
2021
Q4
$12.1M Buy
2021
Q3
$12.3M Buy
2021
Q2
$10.9M Buy
2021
Q1
$9.41M Buy
2020
Q4
$8.29M Buy
2020
Q3
$6.66M Sell
2020
Q2
$6.67M Buy
2020
Q1
$5M Buy
2019
Q4
$2.63M Buy
2019
Q3
$690K Buy