Shotwell Rutter Baer’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Shotwell Rutter Baer’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 Q3	$560K	Sell
2025 Q2	$543K	Sell
2025 Q1	$476K	Sell
2024 Q4	$524K	Sell
2024 Q3	$581K	Sell
2024 Q2	$563K	Sell
2024 Q1	$566K	Sell
2023 Q4	$557K	Buy