Pathstone Holdings’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
$886K Sell
2025
Q2
$851K Buy
2025
Q1
$767K Sell
2024
Q4
$717K Sell
2024
Q3
$804K Sell
2024
Q2
$776K Sell
2024
Q1
$794K Buy
2023
Q4
$736K Buy