Fulcrum Equity Management’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 Q3	–	Sell	-2,474	Closed	-$208K	–	77
2022 Q2	$208K	Sell	2,474 -150	-6%	-$12.6K	0.17%	71
2022 Q1	$266K	Buy	2,624 +152	+6%	+$15.4K	0.16%	87
2021 Q4	$267K	Buy	+2,472	New	+$267K	0.1%	145