MSH Capital 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	-2,819	Closed	-$265K	–	219
2023 Q3	$265K	Sell	2,819 -690	-20%	-$64.8K	0.1%	179
2023 Q2	$342K	Sell	3,509 -1,563	-31%	-$152K	0.13%	162
2023 Q1	$459K	Sell	5,072 -2,408	-32%	-$218K	0.2%	117
2022 Q4	$634K	Buy	+7,480	New	+$634K	0.29%	98