Vested Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Vested Financial Planning’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	$254K	Buy
2025 Q2	$239K	Hold
2025 Q1	$219K	Sell
2024 Q4	$267K	Buy