Perennial Investment Advisors’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
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $258K | Buy |
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