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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.03M	Buy	56,409 +50,180	+806%	+$4.48M	0.13%	166
2025 Q1	$509K	Buy	+6,229	New	+$509K	0.02%	417