Pathstone Family Office’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pathstone Family Office’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$673K	Buy
2023 Q2	$287K	Buy
2018 Q1	–	Sell
2017 Q4	$188K	Buy