Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $950K | Buy |
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|
2025
Q2 | $742K | Buy |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $308K | Buy |
|
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $389K | Buy |
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