Petros Family Wealth’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
2025 Q2	$215K	Buy	+2,408	New	+$215K	0.2%	121
2025 Q1	–	Sell	-2,735	Closed	-$208K	–	126
2024 Q4	$208K	Buy	+2,735	New	+$208K	0.22%	118