CFM Wealth Partners’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
2026 Q1	$2.25M	Hold	23,527	–	–	0.34%	58
2025 Q4	$2.24M	Sell	23,527 -525	-2%	-$49.5K	0.32%	55
2025 Q3	$2.24M	Buy	24,052 +1,456	+6%	+$132K	0.32%	54
2025 Q2	$2.02M	Sell	22,596 -2,041	-8%	-$174K	0.32%	55
2025 Q1	$2.01M	Buy	24,637 +975	+4%	+$78.7K	0.35%	55
2024 Q4	$1.8M	Buy	23,662 +478	+2%	+$38K	0.3%	58
2024 Q3	$1.95M	Buy	23,184 +10	+0%	+$808	0.34%	58
2024 Q2	$1.83M	Sell	23,174 -249	-1%	-$19.8K	0.34%	58
2024 Q1	$1.87M	Buy	23,423 +352	+2%	+$27K	0.38%	60
2023 Q4	$1.74M	Hold	23,071	–	–	0.39%	60
2023 Q3	$1.59M	Hold	23,071	–	–	0.42%	54
2023 Q2	$1.68M	Sell	23,071 -2,817	-11%	-$205K	0.41%	61
2023 Q1	$1.86M	Hold	25,888	–	–	0.5%	54
2022 Q4	$1.7M	Hold	25,888	–	–	0.51%	54
2022 Q3	$1.45M	Buy	25,888 +6,188	+31%	+$388K	0.46%	57
2022 Q2	$1.24M	Buy	+19,700	New	+$1.34M	0.37%	67