Higgins & Schmidt Wealth Strategies’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
$724K Buy
2025
Q2
$677K Sell
2025
Q1
$640K Sell
2024
Q4
$637K Buy