Prime Capital 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
Q3
$296K Buy
2025
Q2
Sell
2025
Q1
$1.12M Buy
2020
Q3
Sell
2020
Q2
$56K Sell
2020
Q1
$61K Hold
2019
Q4
$79K Hold
2019
Q3
$74K Hold
2019
Q2
$74K Buy