Crestwood Advisors Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Crestwood Advisors Group’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 Q3	$488K	Buy
2025 Q2	$463K	Buy
2025 Q1	$360K	Sell
2024 Q4	$397K	Hold
2024 Q3	$439K	Hold
2024 Q2	$410K	Buy