Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $729K | Buy |
|
|||||
|
2025
Q2 | $686K | Hold |
|
|||||
|
2025
Q1 | $628K | Sell |
|
|||||
|
2024
Q4 | $759K | Sell |
|
|||||
|
2024
Q3 | $1.07M | Hold |
|
|||||
|
2024
Q2 | $999K | Sell |
|
|||||
|
2024
Q1 | $1.09M | Sell |
|
|||||
|
2023
Q4 | $1.4M | Buy |
|
|||||
|
2023
Q3 | $999K | Sell |
|
|||||
|
2023
Q2 | $1.07M | Hold |
|
|||||
|
2023
Q1 | $1.05M | Hold |
|
|||||
|
2022
Q4 | $964K | Buy |
|
|||||
|
2022
Q3 | $614K | Sell |
|
|||||
|
2022
Q2 | $851K | Sell |
|
|||||
|
2022
Q1 | $1.04M | Hold |
|
|||||
|
2021
Q4 | $1.12M | Sell |
|
|||||
|
2021
Q3 | $1.28M | Hold |
|
|||||
|
2021
Q2 | $1.29M | Buy |
|
|||||
|
2021
Q1 | $1.24M | Buy |
|
|||||
|
2020
Q4 | $1.13M | Buy |
|
|||||
|
2020
Q3 | $875K | Buy |
|
|||||
|
2020
Q2 | $746K | Hold |
|
|||||
|
2020
Q1 | $654K | Sell |
|
|||||
|
2019
Q4 | $1.31M | Hold |
|
|||||
|
2019
Q3 | $1.22M | Hold |
|
|||||
|
2019
Q2 | $1.23M | Buy |
|
|||||
|
2019
Q1 | $963K | Buy |
|
|||||
|
2018
Q4 | $430K | Buy |
|
|||||
|
2018
Q3 | $397K | Hold |
|
|||||
|
2018
Q2 | $391K | Buy |
|
|||||
|
2018
Q1 | $202K | Buy |
|