Cascade Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cascade Financial Partners’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Hold
2025 Q1	$973K	Sell
2024 Q4	$1.1M	Hold
2024 Q3	$1.17M	Hold
2024 Q2	$1.14M	Hold
2024 Q1	$1.11M	Buy