RFG Advisory’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
Q3
$305K Buy
2025
Q2
$236K Buy
2022
Q2
Sell
2022
Q1
$313K Buy
2021
Q4
$333K Sell
2021
Q3
$604K Buy