Stearns Financial Services 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
2020
Q3
$796K Buy
2020
Q2
$683K Buy
2020
Q1
$584K Sell
2019
Q4
$1.01M Buy
2019
Q3
$938K Sell
2019
Q2
$1.21M Buy
2019
Q1
$1.15M Sell
2018
Q4
$1.14M Buy
2018
Q3
$941K Buy