FFM
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Forum Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Forum Financial Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,789
Closed -$303K – 738
2024
Q1 		$303K Buy
+3,789
New +$303K 0.01% 499