JSF Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JSF Financial’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell
2025 Q1	$467K	Buy
2024 Q4	$372K	Sell
2024 Q3	$434K	Hold
2024 Q2	$407K	Buy
2024 Q1	$359K	Sell
2023 Q4	$370K	Buy
2023 Q3	$299K	Buy
2023 Q2	$228K	Buy
2022 Q2	–	Sell
2022 Q1	$240K	Buy