Rialto Wealth Management’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
$49.3K Hold
553
0.01% 268
2025
Q1
$45.2K Sell
553
-11
-2% -$899 0.01% 267
2024
Q4
$42.9K Buy
+564
New +$42.9K 0.01% 269