NBWM
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North Berkeley Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

North Berkeley Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$508K Buy
5,690
+168
+3% +$15K 0.47% 35
2025
Q1 		$451K Sell
5,522
-711
-11% -$58.1K 0.47% 36
2024
Q4 		$475K Buy
+6,233
New +$475K 0.48% 38