All Season Financial 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
Q1
Sell
-3,789
Closed -$398K 108
2023
Q4
$398K Buy
3,789
+1,391
+58% +$146K 0.34% 78
2023
Q3
$225K Buy
+2,398
New +$225K 0.23% 84