The Family Firm’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
2024
Q3
Sell
-156
Closed -$12.3K 407
2024
Q2
$12.3K Buy
+156
New +$12.3K ﹤0.01% 649