Sax Wealth Advisors’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
Q2
$1.08M Sell
2025
Q1
$1.07M Sell
2024
Q4
$1.12M Sell
2024
Q3
$1.6M Buy
2024
Q2
$1.48M Buy