Wipfli Financial Advisors’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
2022
Q3
$95K Sell
1,695
-8,374
-83% -$469K 0.01% 749
2022
Q2
$632K Buy
10,069
+2,784
+38% +$175K 0.07% 49
2022
Q1
$537K Buy
+7,285
New +$537K 0.05% 57