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

Falcon Wealth Planning’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Buy
2025 Q2	$1.05M	Buy
2025 Q1	$854K	Buy
2024 Q4	$496K	Sell
2024 Q3	$568K	Buy
2024 Q2	$384K	Buy
2024 Q1	$379K	Buy
2023 Q4	$309K	Buy
2023 Q3	$282K	Buy
2023 Q2	$254K	Buy