Authentikos Wealth Advisory’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
2023
Q4
Sell
-32
Closed -$3.01K 209
2023
Q3
$3.01K Buy
+32
New +$3.01K ﹤0.01% 381
2023
Q2
Sell
-3,670
Closed -$311K 70
2023
Q1
$311K Buy
+3,670
New +$311K 0.31% 48