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McDonald Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

McDonald Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,947
Closed -$750K – 426
2021
Q4 		$750K Buy
+6,947
New +$750K 0.69% 42