Burleson & Co’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
2022 Q4	$110K	Sell	1,295 -1,705	-57%	-$145K	0.03%	148
2022 Q3	$238K	Buy	+3,000	New	+$238K	0.05%	110
2021 Q3	–	Sell	-683	Closed	-$67K	–	363
2021 Q2	$67K	Buy	+683	New	+$67K	0.01%	172