BlueStem Wealth 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 Q2	$1.9M	Buy	14,080 +1,530	+12%	+$207K	0.23%	39
2025 Q1	$1.53M	Sell	12,550 -1,803	-13%	-$220K	0.21%	39
2024 Q4	$1.85M	Buy	+14,353	New	+$1.85M	0.24%	36