CWMK
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Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.24M Buy
+13,946
New +$1.24M 0.13% 131