Personal CFO Solutions’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
Q2
Sell
-2,707
Closed -$245K 483
2023
Q1
$245K Sell
2,707
-449
-14% -$40.6K 0.05% 376
2022
Q4
$267K Sell
3,156
-35
-1% -$2.97K 0.06% 334
2022
Q3
$253K Buy
+3,191
New +$253K 0.06% 292