Epic Trust Investment Advisors’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 Q2	–	Sell	-2,136	Closed	-$217K	–	77
2022 Q1	$217K	Sell	2,136 -731	-25%	-$74.3K	0.34%	73
2021 Q4	$309K	Buy	+2,867	New	+$309K	0.45%	54