Callan Family Office’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	$245K	Hold	1,814	–	–	0.01%	834
2025 Q1	$221K	Buy	1,814 +8	+0.4%	+$975	0.02%	506
2024 Q4	$233K	Buy	1,806 +10	+0.6%	+$1.29K	0.01%	567
2024 Q3	$227K	Buy	1,796 +62	+4%	+$7.82K	0.04%	169
2024 Q2	$207K	Buy	+1,734	New	+$207K	0.04%	150