Veridan Wealth’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
2025 Q1	$3.42M	Sell	41,926 -2,487	-6%	-$203K	1.55%	19
2024 Q4	$3.49M	Buy	+44,413	New	+$3.49M	1.63%	19
2024 Q2	$3.54M	Buy	+39,696	New	+$3.54M	1.42%	21