AWM
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Able Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Able Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,364
Closed -$143K – 230
2023
Q4 		$143K Buy
+1,364
New +$143K 0.13% 85