Bradley & Co Private 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
2021
Q4
Sell
-1,320
Closed -$130K 164
2021
Q3
$130K Buy
1,320
+132
+11% +$13K 0.11% 61
2021
Q2
$117K Hold
1,188
0.1% 68
2021
Q1
$108K Buy
+1,188
New +$108K 0.1% 69