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Walled Lake Planning & Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-649
Closed -$64K – 168
2021
Q3 		$64K Buy
+649
New +$64K 0.04% 148