Stonebridge Financial Planning 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
2022 Q1	–	Sell	-675	Closed	-$51K	–	181
2021 Q4	$51K	Hold	675	–	–	0.03%	217
2021 Q3	$56K	Hold	675	–	–	0.03%	209
2021 Q2	$54K	Hold	675	–	–	0.03%	203
2021 Q1	$52K	Buy	+675	New	+$52K	0.03%	208