HF Advisory Group’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
$1.16M Buy
2025
Q2
$1.05M Sell
2025
Q1
$1.06M Buy
2024
Q4
$883K Buy
2024
Q3
$866K Buy
2024
Q2
$783K Buy
2024
Q1
$646K Buy
2023
Q4
$524K Buy
2023
Q3
$461K Sell
2023
Q2
$499K Buy
2023
Q1
$481K Buy
2022
Q4
$413K Buy