Baker Tilly Wealth Management’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
$217K Hold
2025
Q2
$208K Buy
2024
Q2
Sell
2024
Q1
$275K Sell
2023
Q4
$305K Buy
2023
Q3
$279K Sell
2023
Q2
$302K Buy
2023
Q1
$291K Buy
2022
Q4
$258K Buy
2022
Q3
$202K Buy