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Sincerus Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sincerus Advisory’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.93M Buy
32,442
+3,345
+11% +$302K 2.76% 9
2025
Q1 		$2.38M Buy
29,097
+32
+0.1% +$2.61K 2.51% 9
2024
Q4 		$2.21M Buy
+29,065
New +$2.21M 2.37% 9