AWA
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Amplius Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Amplius Wealth Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-627
Closed -$49K – 399
2021
Q4 		$49K Buy
+627
New +$49K 0.01% 330