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

Keener Financial Planning’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 Q3	$187K	Hold
2025 Q2	$180K	Buy
2025 Q1	$158K	Sell
2024 Q4	$149K	Buy
2024 Q3	$63K	Sell
2024 Q2	$165K	Hold
2024 Q1	$168K	Hold
2023 Q4	$158K	Buy