Alera Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$523K Sell
4,143
-406
-9% -$51.2K 0.06% 132
2024
Q2
$543K Buy
+4,549
New +$543K 0.07% 120