San Luis Wealth Advisors’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
2022
Q2
Sell
-2,961
Closed -$319K 185
2022
Q1
$319K Hold
2,961
0.16% 116
2021
Q4
$319K Buy
2,961
+278
+10% +$30K 0.32% 68
2021
Q3
$264K Buy
+2,683
New +$264K 0.15% 131