Lake Street Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Lake Street Private Wealth’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	$266K	Buy
2025 Q2	$255K	Buy
2025 Q1	$225K	Hold
2024 Q4	$209K	Buy
2024 Q3	$226K	Hold
2024 Q2	$212K	Buy
2024 Q1	$211K	Buy