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Essential Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Essential Planning’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-88,110
Closed -$7.02M – 146
2024
Q4 		$7.02M Buy
+88,110
New +$7.02M 0.05% 95