Householder Group Estate & Retirement Specialist’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
2023
Q1
$90K Buy
+1,254
New +$90K 0.03% 328
2022
Q4
Sell
-1,808
Closed -$101K 535
2022
Q3
$101K Buy
+1,808
New +$101K 0.04% 269