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Verus Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Verus Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$357K Hold
4,000
– – 0.36% 42
2025
Q1 		$327K Sell
4,000
-260
-6% -$21.2K 0.36% 40
2024
Q4 		$324K Buy
+4,260
New +$324K 0.36% 42