Equita Financial Network’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
$630K Buy
2025
Q2
$598K Sell
2025
Q1
$604K Sell
2024
Q4
$614K Sell
2024
Q3
$679K Sell
2024
Q2
$772K Sell
2024
Q1
$914K Sell
2023
Q4
$969K Hold
2023
Q3
$887K Buy