XY Planning Network’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
2026
Q1
$1.04M Sell
2025
Q4
$1.02M Buy
2025
Q3
$863K Hold
2025
Q2
$863K Buy