EWM
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Evermay Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Evermay Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.12K Sell
35
-25
-42% -$2.23K ﹤0.01% 489
2025
Q1 		$4.9K Buy
+60
New +$4.9K ﹤0.01% 484