BMS Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BMS Financial Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.33M	Sell
2023 Q1	$2.71M	Sell
2022 Q4	$14.5M	Buy
2022 Q3	$7.79M	Sell
2022 Q2	$14.7M	Buy
2022 Q1	$13.7M	Sell
2021 Q4	$14.8M	Buy