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

Morris Financial Concepts’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 Q2	$310K	Buy
2025 Q1	$238K	Buy
2024 Q4	$209K	Buy
2024 Q3	$224K	Sell
2024 Q2	$220K	Buy
2024 Q1	$200K	Buy
2023 Q4	$184K	Buy