Freestone Capital Holdings’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	$410K	Sell	3,032 -102	-3%	-$13.8K	0.01%	316
2025 Q1	$382K	Buy	+3,134	New	+$382K	0.01%	313
2024 Q4	–	Sell	-3,309	Closed	-$418K	–	446
2024 Q3	$418K	Hold	3,309	–	–	0.01%	317
2024 Q2	$395K	Buy	+3,309	New	+$395K	0.01%	336