WFA
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West Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

West Financial Advisors’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
Q1 		– Sell
-32
Closed -$2.44K – 209
2024
Q4 		$2.44K Buy
+32
New +$2.44K ﹤0.01% 175