MSWA
ESGD icon

Marshall & Sterling Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		$190K Sell
2,145
-299
-12% -$26.4K 0.13% 84
2025
Q1 		$200K Sell
2,444
-677
-22% -$55.3K 0.14% 84
2024
Q4 		$238K Buy
+3,121
New +$238K 0.16% 79