Cornerstone Financial Group’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	$827K	Buy	6,111 +15	+0.2%	+$2.03K	0.7%	35
2025 Q1	$777K	Buy	6,096 +469	+8%	+$59.8K	0.7%	33
2024 Q4	$725K	Buy	+5,627	New	+$725K	0.71%	37