Plan Group Financial’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 Q4	–	Sell	-2,650	Closed	-$249K	–	74
2023 Q3	$249K	Buy	+2,650	New	+$249K	0.18%	60