WF
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Welch & Forbes’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Welch & Forbes’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 		$232K Buy
2,605
+152
+6% +$13.6K ﹤0.01% 359
2025
Q1 		$200K Buy
+2,453
New +$200K ﹤0.01% 365