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WR Wealth Planners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WR Wealth Planners’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-122
Closed -$8.02K – 938
2022
Q4 		$8.02K Buy
+122
New +$8.02K ﹤0.01% 289