LWM
ESGD icon

Liberty Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Liberty Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-78
Closed -$6K – 451
2021
Q3 		$6K Buy
78
+5
+7% +$385 ﹤0.01% 909
2021
Q2 		$6K Buy
+73
New +$6K ﹤0.01% 753