Montis Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Montis Financial’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.92M	Buy
2025 Q2	$2.37M	Buy
2025 Q1	$1.9M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$836K	Buy
2024 Q2	$617K	Buy