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Sherman Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sherman Asset Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$401K Hold
4,500
– – 0.36% 39
2025
Q1 		$368K Sell
4,500
-138
-3% -$11.3K 0.35% 41
2024
Q4 		$353K Buy
+4,638
New +$353K 0.32% 42