Pacific Capital 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
2024 Q2	–	Sell	-874	Closed	-$100K	–	594
2024 Q1	$100K	Buy	+874	New	+$100K	0.02%	96