IAG
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Ipsen Advisor Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ipsen Advisor Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
12,576
+21
+0.2% +$1.87K 0.85% 31
2025
Q1 		$1.03M Sell
12,555
-946
-7% -$77.3K 0.88% 33
2024
Q4 		$1.03M Buy
+13,501
New +$1.03M 0.88% 30
2022
Q4 		$1.8M Buy
+27,402
New +$1.8M 2.08% 11