Websterrogers Financial Advisors’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
2024 Q3	–	Sell	-1,747	Closed	-$208K	–	70
2024 Q2	$208K	Buy	1,747 +1	+0.1%	+$119	0.07%	68
2024 Q1	$201K	Buy	+1,746	New	+$201K	0.07%	74