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Consilium Wealth Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Consilium Wealth Advisory’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,534
Closed -$273K – 86
2021
Q4 		$273K Buy
+2,534
New +$273K 0.18% 77