O'Brien Wealth Partners’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 Q1	–	Sell	-4,121	Closed	-$349K	–	59
2022 Q4	$349K	Sell	4,121 -9,590	-70%	-$813K	0.14%	27
2022 Q3	$1.09M	Buy	13,711 +3,920	+40%	+$311K	0.46%	14
2022 Q2	$821K	Buy	+9,791	New	+$821K	0.34%	13