GGM Wealth Advisors’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
Q1
$442K Hold
2024
Q4
$397K Buy
2024
Q3
$438K Buy
2024
Q2
$367K Buy
2022
Q2
Sell
2022
Q1
$573K Hold
2021
Q4
$634K Hold
2021
Q3
$641K Sell
2021
Q2
$626K Buy
2021
Q1
$621K Buy