Flagship Wealth Advisors’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
$71.8K Sell
531
-78
-13% -$10.6K 0.03% 178
2025
Q1
$74.2K Sell
609
-7
-1% -$853 0.03% 168
2024
Q4
$79.4K Buy
+616
New +$79.4K 0.05% 155