Avantra Family Wealth’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 Q2	$241K	Sell	1,781 -38	-2%	-$5.14K	0.2%	121
2025 Q1	$222K	Buy	1,819 +4	+0.2%	+$488	0.21%	137
2024 Q4	$234K	Buy	+1,815	New	+$234K	0.22%	136