Commonwealth Financial Services’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	$208K	Buy	+1,537	New	+$208K	0.04%	201
2023 Q4	–	Sell	-6,145	Closed	-$577K	–	188
2023 Q3	$577K	Buy	+6,145	New	+$577K	0.17%	87