Sax Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sax Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

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