Orgel Wealth Management’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
Q4
Sell
-2,495
Closed -$246K 64
2021
Q3
$246K Buy
+2,495
New +$246K 0.03% 50