Gen-Wealth Partners’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
2025 Q2	$76.3K	Buy	+855	New	+$76.3K	0.03%	307
2024 Q2	–	Sell	-75	Closed	-$5.99K	–	664
2024 Q1	$5.99K	Buy	+75	New	+$5.99K	﹤0.01%	486