WBH Advisory’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 Q2	$201K	Buy	+2,258	New	+$201K	0.02%	331
2022 Q1	–	Sell	-2,570	Closed	-$204K	–	317
2021 Q4	$204K	Buy	+2,570	New	+$204K	0.02%	305