Baron Silver Stevens 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
2025 Q2	$226K	Buy	+1,674	New	+$226K	0.04%	130
2022 Q4	–	Sell	-2,626	Closed	-$2.75K	–	110
2022 Q3	$2.75K	Sell	2,626 -1,174	-31%	-$1.23K	0.75%	26
2022 Q2	$318K	Buy	+3,800	New	+$318K	0.08%	77