Sullivan, Bruyette, Speros & Blaney’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’s Portfolio ESGD Stock Details ESGD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.77M	Buy
2020 Q4	$1.45M	Buy
2020 Q3	$896K	Buy
2020 Q2	$847K	Sell
2020 Q1	$751K	Buy
2019 Q4	$679K	Buy
2019 Q3	$427K	Buy