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Silver Oak Wealth Advisors Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Silver Oak Wealth Advisors Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Buy
34,958
+2,638
+8% +$235K 2.25% 11
2025
Q1 		$2.64M Buy
32,320
+70
+0.2% +$5.72K 2.35% 12
2024
Q4 		$2.46M Buy
+32,250
New +$2.46M 2.12% 12