Able Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-403
Closed -$30.4K 228
2023
Q4
$30.4K Buy
+403
New +$30.4K 0.03% 169