Mount Yale Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mount Yale Investment Advisors’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	$31K	Buy
2023 Q4	–	Sell
2023 Q3	$244K	Sell
2023 Q2	$409K	Buy
2023 Q1	$359K	Buy
2022 Q4	$305K	Buy
2022 Q3	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$218K	Sell
2021 Q4	$289K	Buy