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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2025
Q2
$203K Buy
2023
Q4
Sell
2023
Q3
$222K Sell
2023
Q2
$314K Buy
2023
Q1
$223K Buy