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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-587	Closed	-$45K	–	123
2021 Q1	$45K	Buy	587 +23	+4%	+$1.76K	0.07%	80
2020 Q4	$41K	Buy	564 +5	+0.9%	+$363	0.06%	87
2020 Q3	$35K	Buy	+559	New	+$35K	0.06%	75