Enzi Wealth’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	$219K	Buy	+1,609	New	+$219K	0.08%	66
2023 Q2	–	Sell	-2,425	Closed	-$221K	–	62
2023 Q1	$221K	Hold	2,425	–	–	0.11%	64
2022 Q4	$215K	Hold	2,425	–	–	0.1%	67
2022 Q3	$215K	Buy	+2,425	New	+$215K	0.11%	69