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

Copia Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.6K Hold
164
– – 0.01% 261
2025
Q1 		$13.4K Hold
164
– – 0.01% 252
2024
Q4 		$12.5K Buy
+164
New +$12.5K 0.01% 241