Relative Value Partners Group’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
2024
Q2
$212K Sell
2024
Q1
$683K Hold
2023
Q4
$685K Buy
2023
Q3
$620K Hold
2023
Q2
$654K Buy
2023
Q1
$632K Buy
2022
Q4
$480K Buy
2022
Q2
Sell
2022
Q1
$1.24M Buy