Moss Adams Wealth Advisors’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
Q4
Sell
-2
Closed -$195 133
2023
Q3
$195 Hold
2
﹤0.01% 165
2023
Q2
$202 Sell
2
-13
-87% -$1.31K ﹤0.01% 142
2023
Q1
$1.36K Buy
15
+13
+650% +$1.18K ﹤0.01% 162
2022
Q4
$175 Buy
+2
New +$175 ﹤0.01% 178