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

Marcum 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 Q1	$290K	Sell
2024 Q4	$272K	Buy
2024 Q3	$296K	Buy
2024 Q2	$275K	Hold
2024 Q1	$279K	Hold
2023 Q4	$263K	Hold
2023 Q3	$241K	Buy
2023 Q2	$253K	Hold
2023 Q1	$249K	Sell
2022 Q4	$228K	Buy