Ulrich Consultants & Investment 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
2023
Q2
$886K Hold
2023
Q1
$873K Hold
2022
Q4
$799K Buy
2022
Q3
$647K Buy
2022
Q2
$685K Buy