Gen-Wealth Partners’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
Q3
$122K Buy
2025
Q2
$76.3K Buy
2024
Q2
Sell
2024
Q1
$5.99K Buy