GoalVest Advisory’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	-385	Closed	-$39K	–	383
2022 Q1	$39K	Buy	+385	New	+$39K	0.02%	166
2021 Q2	$44K	Buy	+443	New	+$44K	0.03%	151
2021 Q1	–	Sell	-928	Closed	-$80K	–	189
2020 Q4	$80K	Buy	+928	New	+$80K	0.07%	100