SeaCrest 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
Q3
$537K Hold
2025
Q2
$509K Sell
2025
Q1
$553K Sell
2024
Q4
$523K Sell
2024
Q3
$595K Sell
2024
Q2
$634K Buy
2024
Q1
$210K Buy