Resource Planning Group’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	$393K	Hold	3,746	–	–	0.25%	52
2023 Q3	$352K	Buy	3,746 +915	+32%	+$85.9K	0.3%	41
2023 Q2	$276K	Buy	2,831 +475	+20%	+$46.3K	0.22%	51
2023 Q1	$213K	Buy	+2,356	New	+$213K	0.17%	58