Cedar Brook Financial Partners’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 Q2	–	Sell	-2,194	Closed	-$252K	–	132
2024 Q1	$252K	Buy	2,194 +274	+14%	+$31.5K	0.05%	356
2023 Q4	$202K	Buy	+1,920	New	+$202K	0.04%	400