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

Cherry Tree Wealth Management’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	$7.94K	Hold
2025 Q1	$7.27K	Hold
2024 Q4	$6.78K	Hold
2024 Q3	$7.49K	Hold
2024 Q2	$7.01K	Hold
2024 Q1	$7.11K	Hold
2023 Q4	$6.72K	Hold
2023 Q3	$6.15K	Hold
2023 Q2	$6.49K	Buy