Sharkey, Howes & Javer’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
$849K Buy
2025
Q2
$514K Buy
2023
Q4
Sell
2023
Q3
$833K Sell
2023
Q2
$1.21M Buy
2023
Q1
$1.18M Buy
2022
Q4
$900K Sell
2022
Q3
$832K Sell
2022
Q2
$2.85M Buy
2022
Q1
$3.18M Sell
2021
Q4
$5.23M Buy
2021
Q3
$1.13M Buy
2021
Q2
$675K Buy
2021
Q1
$515K Buy