McGlone Suttner Wealth Management’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	-1,054	Closed	-$111K	–	367
2023 Q4	$111K	Buy	+1,054	New	+$111K	0.02%	205