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Copperleaf Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Copperleaf Capital’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,348
Closed -$244K – 81
2023
Q2 		$244K Buy
+3,348
New +$244K 0.23% 69