L.J. Altfest & Co’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 Q1	–	Sell	-2,086	Closed	-$219K	–	317
2023 Q4	$219K	Buy	+2,086	New	+$219K	0.03%	283