BWM
ESGD icon

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

BKM Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-304
Closed -$23K – 298
2023
Q4 		$23K Buy
+304
New +$23K 0.01% 356