Elios Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Elios Financial Group’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy
2025 Q1	$983K	Sell
2024 Q4	$970K	Sell
2024 Q3	$1.3M	Buy