Hughes 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
$326K Sell
3,679
-158
-4% -$14K 0.06% 52
2025
Q1
$314K Sell
3,837
-185
-5% -$15.1K 0.06% 51
2024
Q4
$306K Buy
+4,022
New +$306K 0.06% 48