Sigma Investment Counselors’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 | $911K | Hold |
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|
2025
Q2 | $874K | Hold |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $771K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $798K | Hold |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $593K | Hold |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $557K | Hold |
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|
2022
Q3 | $475K | Hold |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $661K | Hold |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $635K | Hold |
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|
2020
Q4 | $611K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $506K | Buy |
|