Howard Financial Services’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
2025 Q2	–	Sell	-2,474	Closed	-$202K	–	189
2025 Q1	$202K	Buy	+2,474	New	+$202K	0.03%	176
2024 Q4	–	Sell	-2,596	Closed	-$219K	–	189
2024 Q3	$219K	Buy	+2,596	New	+$219K	0.03%	152