IMA Advisory 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	$2.53M	Buy	28,365 +523	+2%	+$46.7K	0.27%	70
2025 Q1	$2.27M	Hold	27,842	–	–	0.27%	69
2024 Q4	$2.12M	Buy	+27,842	New	+$2.12M	0.26%	75