Tiedemann Advisors’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
2023
Q3
$14.7M Buy
2023
Q2
$12.9M Buy
2023
Q1
$7.8M Buy
2022
Q4
$3.66M Buy
2022
Q3
$2.76M Buy
2022
Q2
$2.73M Sell
2022
Q1
$5.73M Buy
2021
Q4
$3.65M Buy
2021
Q3
$3.4M Sell
2021
Q2
$3.62M Buy
2021
Q1
$3.34M Buy
2020
Q4
$2.9M Sell
2020
Q3
$2.84M Sell
2020
Q2
$8.01M Buy
2020
Q1
$2.13M Buy
2019
Q4
$583K Buy
2019
Q3
$475K Buy
2019
Q1
Sell
2018
Q4
$1.03M Buy