Autumn Glory Partners’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
2025 Q1	–	Sell	-1,793	Closed	-$231K	–	182
2024 Q4	$231K	Hold	1,793	–	–	0.11%	158
2024 Q3	$226K	Hold	1,793	–	–	0.09%	189
2024 Q2	$214K	Hold	1,793	–	–	0.11%	161
2024 Q1	$206K	Buy	+1,793	New	+$206K	0.1%	162