Heritage Wealth Management (Arizona)’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$110K	Buy	3,960 +1,980	+100%	+$54.9K	0.02%	400
2022 Q3	$51K	Buy	+1,980	New	+$51K	0.02%	396