Sensible Financial Planning & Management’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
$996K Sell
2025
Q1
$915K Sell
2024
Q4
$867K Buy
2024
Q3
$591K Buy