Robertson Stephens 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
Q2 | $5.45M | Sell |
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|
2025
Q1 | $5.53M | Buy |
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|
2024
Q4 | $3.87M | Sell |
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|
2024
Q3 | $4.51M | Sell |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $762K | Buy |
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