Bourgeon Capital 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
2024 Q1	–	Sell	-250	Closed	-$26.2K	–	188
2023 Q4	$26.2K	Buy	250 +25	+11%	+$2.62K	0.01%	192
2023 Q3	$21.1K	Buy	225 +40	+22%	+$3.76K	0.01%	195
2023 Q2	$18K	Buy	+185	New	+$18K	﹤0.01%	217