Stonebridge Financial Group’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
$234K Hold
2,626
0.02% 219
2025
Q1
$215K Sell
2,626
-362
-12% -$29.6K 0.02% 210
2024
Q4
$228K Buy
+2,988
New +$228K 0.03% 217