West Wealth Group’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
2023 Q3	–	Sell	-3,103	Closed	-$226K	–	77
2023 Q2	$226K	Buy	3,103 +6	+0.2%	+$438	0.1%	63
2023 Q1	$222K	Buy	+3,097	New	+$222K	0.1%	59
2022 Q1	–	Sell	-4,790	Closed	-$380K	–	66
2021 Q4	$380K	Buy	+4,790	New	+$380K	0.14%	37