Plancorp LLC’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 | $3.35M | Sell |
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|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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