Laurel Wealth Advisors (California)’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 Q4	$1.67M	Sell	19,678 -2,864	-13%	-$243K	0.16%	141
2022 Q3	$1.79M	Buy	22,542 +9,248	+70%	+$734K	0.19%	120
2022 Q2	$1.12M	Sell	13,294 -6,539	-33%	-$548K	0.11%	198
2022 Q1	$2.01M	Buy	19,833 +15,389	+346%	+$1.56M	0.17%	132
2021 Q4	$480K	Buy	+4,444	New	+$480K	0.04%	461