HSWS
ESGD icon

Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$677K Sell
7,590
-249
-3% -$22.2K 0.37% 28
2025
Q1
$640K Sell
7,839
-527
-6% -$43.1K 0.38% 26
2024
Q4
$637K Buy
+8,366
New +$637K 0.4% 26