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My Personal CFO LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

My Personal CFO LLC’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,533
Closed -$130K – 311
2022
Q4 		$130K Buy
+1,533
New +$130K 0.12% 77