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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$212K Buy
2021
Q2
Sell
2021
Q1
$201K Buy
2020
Q2
Sell
2020
Q1
$208K Buy
2019
Q4
$268K Sell
2019
Q3
$255K Buy
2019
Q2
Sell
2019
Q1
$243K Buy