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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$306K Buy
2025
Q1
Sell
2024
Q4
$218K Buy
2024
Q3
$241K Sell
2024
Q2
$245K Buy
2024
Q1
$248K Hold
2023
Q4
$234K Buy
2023
Q3
$208K Buy