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

Elm Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,820
Closed -$133K – 145
2020
Q4 		$133K Buy
+1,820
New +$133K 0.08% 102