Values Added Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Values Added Financial’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Sell
2025 Q2	$1.65M	Sell
2025 Q1	$2.81M	Buy
2024 Q4	$1.84M	Buy
2024 Q3	$1.61M	Buy
2024 Q2	$1.48M	Buy
2024 Q1	$1.44M	Hold
2023 Q4	$1.36M	Sell
2023 Q3	$1.32M	Buy
2023 Q2	$1.38M	Buy