Phillips Financial 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
2024 Q4	–	Sell	-25	Closed	-$3.18K	–	265
2024 Q3	$3.18K	Hold	25	–	–	﹤0.01%	266
2024 Q2	$3K	Hold	25	–	–	﹤0.01%	259
2024 Q1	$2.88K	Sell	25 -32	-56%	-$3.69K	﹤0.01%	254
2023 Q4	$5.99K	Buy	+57	New	+$5.99K	﹤0.01%	232