Partnervest Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$412K Sell
6,496
-8
-0.1% -$507 0.13% 133
2020
Q2
$394K Buy
6,504
+35
+0.5% +$2.12K 0.15% 113
2020
Q1
$344K Buy
+6,469
New +$344K 0.15% 116