Stewardship Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+2,291
New +$204K 0.05% 149
2024
Q4
Sell
-2,749
Closed -$231K 153
2024
Q3
$231K Buy
+2,749
New +$231K 0.07% 126