VFP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Hold
2,676
– – 0.21% 25
2025
Q1 		$219K Sell
2,676
-828
-24% -$67.6K 0.22% 24
2024
Q4 		$267K Buy
+3,504
New +$267K 0.25% 23