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

True Link Financial Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$363K Buy
4,064
+1,046
+35% +$93.3K 0.03% 60
2025
Q1 		$247K Sell
3,018
-529
-15% -$43.2K 0.02% 82
2024
Q4 		$270K Buy
+3,547
New +$270K 0.02% 59