O'Brien Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$350K	Hold	3,676	–	–	0.05%	70
2025 Q3	$342K	Hold	3,676	–	–	0.05%	64
2025 Q2	$328K	Hold	3,676	–	–	0.05%	43
2025 Q1	$300K	Hold	3,676	–	–	0.06%	40
2024 Q4	$280K	Hold	3,676	–	–	0.05%	39
2024 Q3	$309K	Sell	3,676 -159	-4%	-$12.8K	0.06%	37
2024 Q2	$302K	Buy	3,835 +159	+4%	+$12.6K	0.07%	32
2024 Q1	$294K	Sell	3,676 -98	-3%	-$7.51K	0.07%	34
2023 Q4	$285K	Hold	3,774	–	–	0.07%	35
2023 Q3	$261K	Hold	3,774	–	–	0.07%	31
2023 Q2	$275K	Hold	3,774	–	–	0.08%	32
2023 Q1	$271K	Hold	3,774	–	–	0.09%	33
2022 Q4	$248K	Sell	3,774 -39,128	-91%	-$2.46M	0.1%	37
2022 Q3	$2.41M	Buy	42,902 +39,128	+1,037%	+$2.45M	1.01%	13
2022 Q2	$237K	Sell	3,774 -97,594	-96%	-$6.66M	0.1%	42
2022 Q1	$6.64M	Buy	101,368 +4,923	+5%	+$371K	2.64%	8
2021 Q4	$7.45M	Buy	96,445 +21,391	+29%	+$1.7M	2.58%	8
2021 Q3	$5.87M	Buy	75,054 +8,374	+13%	+$672K	2.05%	8
2021 Q2	$5.32M	Buy	66,680 +3,643	+6%	+$290K	1.76%	9
2021 Q1	$4.9M	Buy	63,037 +11,116	+21%	+$837K	1.62%	8
2020 Q4	$3.94M	Buy	51,921 +18,602	+56%	+$1.27M	1.42%	8
2020 Q3	$2.17M	Buy	33,319 +3,419	+11%	+$218K	0.89%	9
2020 Q2	$1.84M	Buy	29,900 +10,210	+52%	+$586K	0.77%	9
2020 Q1	$1.02M	Buy	+19,690	New	+$1.24M	0.57%	13