Valley Forge Investment Consultants’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
Q4
Sell
2023
Q3
$1.96M Hold
2023
Q2
$2.07M Hold
2023
Q1
$2.04M Buy
2022
Q4
$400K Sell
2022
Q3
$775K Hold
2022
Q2
$867K Hold
2022
Q1
$1.02M Buy