Octavia 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
2021 Q1	–	Sell	-4,067	Closed	-$350K	–	169
2020 Q4	$350K	Buy	+4,067	New	+$350K	0.11%	116