Lee Financial’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
2023 Q2	–	Sell	-3,000	Closed	-$271K	–	803
2023 Q1	$271K	Hold	3,000	–	–	0.05%	113
2022 Q4	$254K	Buy	+3,000	New	+$254K	0.04%	127