Professional Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,076	Closed	-$262K	–	107
2024 Q3	$262K	Sell	2,076 -87	-4%	-$10.6K	0.07%	92
2024 Q2	$258K	Sell	2,163 -352	-14%	-$40.4K	0.07%	90
2024 Q1	$289K	Sell	2,515 -180	-7%	-$19.7K	0.08%	86
2023 Q4	$283K	Buy	2,695 +84	+3%	+$8.23K	0.09%	76
2023 Q3	$245K	Sell	2,611 -361	-12%	-$35.4K	0.11%	79
2023 Q2	$290K	Sell	2,972 -500	-14%	-$46.2K	0.15%	65
2023 Q1	$352K	Sell	3,472 -87	-2%	-$7.69K	0.21%	51
2022 Q4	$302K	Buy	3,559 +7	+0.2%	+$597	0.2%	67
2022 Q3	$282K	Sell	3,552 -185	-5%	-$16.4K	0.17%	67
2022 Q2	$314K	Buy	3,737 +265	+8%	+$24.2K	0.18%	71
2022 Q1	$352K	Buy	3,472 +529	+18%	+$53K	0.15%	65
2021 Q4	$318K	Buy	2,943 +35	+1%	+$3.67K	0.14%	76
2021 Q3	$286K	Sell	2,908 -14	-0.5%	-$1.42K	0.16%	74
2021 Q2	$288K	Buy	2,922 +1,065	+57%	+$102K	0.16%	76
2021 Q1	$169K	Buy	1,857 +1,499	+419%	+$133K	0.1%	89
2020 Q4	$31K	Sell	358 -195	-35%	-$15.8K	0.02%	153
2020 Q3	$41K	Buy	+553	New	+$41.7K	0.04%	125