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Phillips Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Phillips Financial Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$75.2K Hold
843
– – 0.01% 213
2025
Q1 		$68.9K Hold
843
– – 0.01% 208
2024
Q4 		$64.2K Buy
843
+72
+9% +$5.48K 0.01% 206
2024
Q3 		$64.9K Buy
+771
New +$64.9K 0.01% 213