Valley Forge Investment Consultants’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
Q1
Sell
-2,785
Closed -$236K 73
2022
Q4
$236K Hold
2,785
0.12% 61
2022
Q3
$221K Hold
2,785
0.12% 62
2022
Q2
$234K Hold
2,785
0.12% 61
2022
Q1
$282K Buy
+2,785
New +$282K 0.12% 61