Werba Rubin Papier Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Werba Rubin Papier Wealth Management’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 Q2	$1.2M	Sell
2025 Q1	$1.1M	Buy
2024 Q4	$1.03M	Sell
2024 Q3	$1.13M	Sell
2024 Q2	$1.13M	Buy
2024 Q1	$315K	Buy