Fiduciary Planning’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
2021 Q2	–	Sell	-859	Closed	-$78K	–	125
2021 Q1	$78K	Buy	859 +3	+0.4%	+$272	0.12%	60
2020 Q4	$74K	Buy	856 +3	+0.4%	+$259	0.1%	66
2020 Q3	$65K	Buy	+853	New	+$65K	0.11%	63