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

Lido Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,119
Closed -$236K – 1225
2023
Q4 		$236K Buy
+3,119
New +$236K ﹤0.01% 1026