Elevation Capital Advisory’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	$244K	Buy	+1,802	New	+$244K	0.1%	53
2024 Q4	–	Sell	-1,830	Closed	-$231K	–	57
2024 Q3	$231K	Buy	+1,830	New	+$231K	0.1%	54