Petix & Botte Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,767	Closed	-$301K	–	130
2024 Q1	$301K	Buy	+3,767	New	+$301K	0.07%	110