Smart Money 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
2020 Q4	–	Sell	-140,595	Closed	-$10.7M	–	66
2020 Q3	$10.7M	Buy	140,595 +23,518	+20%	+$1.79M	4.62%	4
2020 Q2	$8.19M	Buy	117,077 +77,471	+196%	+$5.42M	4.85%	3
2020 Q1	$2.28M	Buy	+39,606	New	+$2.28M	1.6%	19