Farrell Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Farrell Financial’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	$603K	Sell
2025 Q2	$582K	Buy
2025 Q1	$523K	Hold
2024 Q4	$487K	Buy
2024 Q3	$501K	Hold
2024 Q2	$498K	Buy
2024 Q1	$496K	Buy
2023 Q4	$425K	Buy