GC Wealth Management RIA’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
$218K Buy
+1,609
New +$218K 0.02% 504
2025
Q1
Sell
-1,609
Closed -$207K 315
2024
Q4
$207K Buy
+1,609
New +$207K 0.04% 282