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Bright Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bright Financial Advisors’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
Q1 		– Sell
-2,709
Closed -$206K – 60
2024
Q4 		$206K Hold
2,709
– – 0.13% 54
2024
Q3 		$228K Hold
2,709
– – 0.15% 46
2024
Q2 		$213K Hold
2,709
– – 0.15% 45
2024
Q1 		$211K Buy
+2,709
New +$211K 0.16% 46