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BlueStem Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BlueStem Wealth Partners’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
7,595
+139
+2% +$12.4K 0.08% 57
2025
Q1 		$609K Sell
7,456
-403
-5% -$32.9K 0.08% 56
2024
Q4 		$598K Buy
+7,859
New +$598K 0.08% 56