Beaird Harris Wealth Management’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 Q3	–	Hold	0	–	-$1	–	462
2023 Q2	–	Sell	-109	Closed	-$9.83K	–	471
2023 Q1	$9.83K	Buy	109 +1	+0.9%	+$90	﹤0.01%	271
2022 Q4	$9.16K	Hold	108	–	–	﹤0.01%	333
2022 Q3	$9K	Buy	+108	New	+$9K	﹤0.01%	285