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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Hold
2025
Q2
$365K Sell
2025
Q1
$334K Buy
2024
Q4
$310K Buy
2024
Q3
$343K Buy