Independent Wealth Network’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	-7,511	Closed	-$761K	–	198
2022 Q1	$761K	Buy	7,511 +1,230	+20%	+$125K	0.48%	52
2021 Q4	$678K	Buy	6,281 +773	+14%	+$83.4K	0.42%	60
2021 Q3	$587K	Buy	+5,508	New	+$587K	0.38%	69