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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Buy	3,260 +185	+6%	+$16.5K	﹤0.01%	1075
2025 Q1	$251K	Buy	+3,075	New	+$251K	﹤0.01%	977
2022 Q2	–	Sell	-7,651	Closed	-$565K	–	568
2022 Q1	$565K	Buy	7,651 +446	+6%	+$32.9K	0.01%	431
2021 Q4	$572K	Buy	+7,205	New	+$572K	0.01%	443