PFS Investments’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
2023
Q2
$4.99M Buy
2023
Q1
$3.76M Sell
2022
Q4
$4.22M Buy
2022
Q3
$3.04K Sell
2022
Q2
$3.51M Sell
2022
Q1
$5.24M Sell
2021
Q4
$7.19M Buy
2021
Q3
$6.48M Buy
2021
Q2
$5.45M Buy
2021
Q1
$4.59M Buy
2020
Q4
$2.74M Buy
2020
Q3
$1.67M Buy
2020
Q2
$957K Buy
2020
Q1
$511K Buy
2019
Q4
$235K Buy