GC Wealth Management RIA’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.75M Hold
2025
Q1
$2.52M Buy
2024
Q4
$2.26M Sell
2024
Q3
$2.82M Sell
2024
Q2
$2.69M Buy
2024
Q1
$2.73M Buy