True Link 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
Q3
$349K Sell
2025
Q2
$363K Buy
2025
Q1
$247K Sell
2024
Q4
$270K Buy