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

Wipfli Financial Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$95K	Sell
2022 Q2	$632K	Buy
2022 Q1	$537K	Buy