SC
ESGD icon

Stephenson & Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stephenson & Company’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
3,731
+653
+21% +$58.3K 0.2% 24
2025
Q1 		$251K Buy
3,078
+451
+17% +$36.8K 0.16% 31
2024
Q4 		$200K Buy
+2,627
New +$200K 0.13% 36