Kingswood Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kingswood Wealth Advisors’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	$781K	Sell
2025 Q2	$791K	Buy
2025 Q1	$720K	Sell
2024 Q4	$679K	Buy
2024 Q3	$717K	Buy
2024 Q2	$645K	Buy
2024 Q1	$605K	Buy