HC Financial Advisors’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
2022
Q2
$490K Buy
7,804
+3,685
+89% +$231K 0.33% 69
2022
Q1
$304K Buy
+4,119
New +$304K 0.18% 72