Spartan Planning & Wealth Management’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
Q4
$424 Buy
5
+1
+25% +$85 ﹤0.01% 141
2022
Q3
$0 Hold
4
﹤0.01% 91
2022
Q2
$0 Sell
4
-39
-91% ﹤0.01% 117
2022
Q1
$4K Buy
+43
New +$4K 0.01% 120