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WealthPLAN Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WealthPLAN Partners’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,707
Closed -$242K – 262
2019
Q4 		$242K Buy
+6,707
New +$242K 0.03% 220