Golden State Equity Partners’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
2024 Q4	–	Sell	-118	Closed	-$14.9K	–	580
2024 Q3	$14.9K	Buy	+118	New	+$14.9K	0.01%	540
2021 Q3	–	Sell	-2,341	Closed	-$230K	–	243
2021 Q2	$230K	Buy	+2,341	New	+$230K	0.09%	213