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Sensible Financial Planning & Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sensible Financial Planning & Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$996K Sell
11,163
-40
-0.4% -$3.57K 0.19% 28
2025
Q1 		$915K Sell
11,203
-183
-2% -$14.9K 0.18% 28
2024
Q4 		$867K Buy
11,386
+4,359
+62% +$332K 0.18% 28
2024
Q3 		$591K Buy
+7,027
New +$591K 0.12% 35