Atria Wealth Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Atria Wealth Solutions’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Sell
2025 Q1	$228K	Buy
2023 Q4	–	Sell
2023 Q3	$1.69M	Sell
2023 Q2	$2.61M	Sell
2023 Q1	$3.89M	Buy
2022 Q4	$3.14M	Buy
2022 Q3	$2.04M	Buy
2022 Q2	$2.16M	Buy
2022 Q1	$2.19M	Buy