Hart & Patterson Financial Group’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	$5.28M	Sell	40,991 -2,750	-6%	-$354K	2.57%	13
2024 Q3	$5.52M	Sell	43,741 -361	-0.8%	-$45.6K	2.61%	13
2024 Q2	$5.26M	Sell	44,102 -3,165	-7%	-$378K	2.61%	14
2024 Q1	$5.43M	Sell	47,267 -16,875	-26%	-$1.94M	2.69%	13
2023 Q4	$6.73M	Buy	+64,142	New	+$6.73M	3.5%	8