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Clifford Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clifford Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120,012
Closed -$10.2M – 68
2022
Q4 		$10.2M Buy
+120,012
New +$10.2M 12.7% 2