Glassman Wealth Services’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	$2.3K	Hold	17	–	–	﹤0.01%	164
2025 Q1	$2.07K	Sell	17 -18	-51%	-$2.19K	﹤0.01%	188
2024 Q4	$4.5K	Buy	+35	New	+$4.5K	﹤0.01%	149
2023 Q3	–	Sell	-69	Closed	-$6.73K	–	2017
2023 Q2	$6.73K	Buy	+69	New	+$6.73K	﹤0.01%	920